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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 | $29,335 | $88,672-66.9% | $105,223-72.1% | $82,448-64.4% |
| Participation rate | 73.7% | 67.9%+5.8pp | 75.0%-1.4pp | 68.1%+5.6pp |
| Annual return | 27.75% | 30.86%-3.1pp | 180.65%-152.9pp | 41.64%-13.9pp |
| Employer contribution / active EE | $3,222 | $3,048+5.7% | $3,689-12.6% | $2,551+26.3% |
| Participant deferral / active EE | $7,686 | $4,036+90.4% | $5,072+51.5% | $4,139+85.7% |
| Admin fee / account holder | $1,622 | $7,146-77.3% | $8,859-81.7% | $7,234-77.6% |