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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 | $34,502 | $178,174-80.6% | $156,181-77.9% | $137,256-74.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 21.07% | 84.19%-63.1pp | 64.87%-43.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,057 | $4,972-58.6% | $4,294-52.1% | $4,156-50.5% |
| Participant deferral / active EE | $6,875 | $6,888-0.2% | $6,132+12.1% | $6,407+7.3% |
| Admin fee / account holder | $3,636 | $17,404-79.1% | $14,586-75.1% | $12,270-70.4% |