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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 | $28,734 | $132,634-78.3% | $115,768-75.2% | $137,256-79.1% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.4%+18.5pp | 80.0%+12.9pp |
| Annual return | 23.24% | 160.70%-137.5pp | 100.46%-77.2pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,586 | $3,360-23.0% | $2,940-12.1% | $4,156-37.8% |
| Participant deferral / active EE | $5,973 | $5,619+6.3% | $4,917+21.5% | $6,407-6.8% |
| Admin fee / account holder | $1,324 | $15,028-91.2% | $12,439-89.4% | $12,270-89.2% |