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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 | $30,867 | $124,425-75.2% | $112,040-72.4% | $137,256-77.5% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 14.25% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,160 | $3,411+21.9% | $2,954+40.8% | $4,156+0.1% |
| Participant deferral / active EE | $9,263 | $5,718+62.0% | $5,098+81.7% | $6,407+44.6% |
| Admin fee / account holder | $5,605 | $15,207-63.1% | $12,098-53.7% | $12,270-54.3% |