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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 | $25,726 | $154,228-83.3% | $145,433-82.3% | $137,256-81.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 21.86% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,647 | $4,804-44.9% | $4,554-41.9% | $4,156-36.3% |
| Participant deferral / active EE | $6,364 | $8,216-22.6% | $7,897-19.4% | $6,407-0.7% |
| Admin fee / account holder | $720 | $14,344-95.0% | $13,129-94.5% | $12,270-94.1% |