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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 | $125,778-79.5% | $114,563-77.5% | $154,746-83.3% |
| Participation rate | 79.2% | 75.2%+4.0pp | 72.9%+6.3pp | 80.7%-1.5pp |
| Annual return | 18.05% | 295.14%-277.1pp | 241.09%-223.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,238 | $2,806-20.3% | $2,592-13.7% | $4,379-48.9% |
| Participant deferral / active EE | $4,315 | $4,445-2.9% | $4,142+4.2% | $6,730-35.9% |
| Admin fee / account holder | $6,587 | $8,190-19.6% | $7,623-13.6% | $14,365-54.1% |