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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 | $26,393 | $112,729-76.6% | $98,716-73.3% | $137,256-80.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 14.71% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,196 | $2,725-19.4% | $2,279-3.6% | $4,156-47.2% |
| Participant deferral / active EE | $4,670 | $4,640+0.6% | $4,048+15.4% | $6,407-27.1% |
| Admin fee / account holder | $11,017 | $10,129+8.8% | $8,703+26.6% | $12,270-10.2% |