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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 | $25,472 | $172,111-85.2% | $150,298-83.1% | $137,256-81.4% |
| Participation rate | 78.9% | 81.7%-2.8pp | 77.8%+1.2pp | 80.0%-1.0pp |
| Annual return | 20.43% | 69.37%-48.9pp | 62.79%-42.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,395 | $4,636-48.3% | $4,154-42.4% | $4,156-42.4% |
| Participant deferral / active EE | $8,764 | $6,166+42.1% | $5,453+60.7% | $6,407+36.8% |
| Admin fee / account holder | $13,851 | $16,471-15.9% | $14,116-1.9% | $12,270+12.9% |