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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,261 | $181,062-87.2% | $158,223-85.3% | $155,188-85.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 19.80% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $3,272 | $4,565-28.3% | $4,109-20.4% | $4,248-23.0% |
| Participant deferral / active EE | $6,726 | $6,134+9.6% | $5,467+23.0% | $6,531+3.0% |
| Admin fee / account holder | $4,100 | $18,825-78.2% | $16,047-74.4% | $14,480-71.7% |