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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 | $22,363 | $110,212-79.7% | $96,534-76.8% | $139,466-84.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 20.96% | 26.42%-5.5pp | 25.88%-4.9pp | 373.66%-352.7pp |
| Employer contribution / active EE | $3,217 | $3,620-11.1% | $2,965+8.5% | $4,754-32.3% |
| Participant deferral / active EE | $6,002 | $5,547+8.2% | $4,851+23.7% | $6,712-10.6% |
| Admin fee / account holder | $2,775 | $11,599-76.1% | $8,253-66.4% | $11,409-75.7% |