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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 | $22,443 | $185,312-87.9% | $161,489-86.1% | $154,746-85.5% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 24.89% | 103.84%-79.0pp | 89.72%-64.8pp | 172.34%-147.4pp |
| Employer contribution / active EE | $3,004 | $4,769-37.0% | $4,268-29.6% | $4,379-31.4% |
| Participant deferral / active EE | $12,400 | $6,350+95.3% | $5,630+120.3% | $6,730+84.2% |
| Admin fee / account holder | $450 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |