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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 | $25,823 | $101,618-74.6% | $93,063-72.3% | $137,256-81.2% |
| Participation rate | 79.2% | 74.9%+4.2pp | 72.1%+7.1pp | 80.0%-0.8pp |
| Annual return | 18.05% | 223.95%-205.9pp | 34.15%-16.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,238 | $2,707-17.3% | $2,476-9.6% | $4,156-46.2% |
| Participant deferral / active EE | $4,315 | $4,279+0.8% | $3,958+9.0% | $6,407-32.7% |
| Admin fee / account holder | $6,587 | $6,198+6.3% | $6,033+9.2% | $12,270-46.3% |