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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 | $89,259-67.1% | $107,187-72.6% | $82,637-64.5% |
| Participation rate | 73.7% | 67.9%+5.8pp | 75.0%-1.3pp | 68.1%+5.6pp |
| Annual return | 27.75% | 21.02%+6.7pp | 204.55%-176.8pp | 53.51%-25.8pp |
| Employer contribution / active EE | $3,222 | $3,080+4.6% | $3,782-14.8% | $2,552+26.3% |
| Participant deferral / active EE | $7,686 | $4,037+90.4% | $5,096+50.8% | $4,126+86.3% |
| Admin fee / account holder | $1,622 | $7,381-78.0% | $9,162-82.3% | $7,339-77.9% |