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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 | $174,379-85.4% | $152,093-83.3% | $138,895-81.7% |
| Participation rate | 78.9% | 81.6%-2.7pp | 77.8%+1.2pp | 79.9%-1.0pp |
| Annual return | 20.43% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,395 | $4,652-48.5% | $4,175-42.6% | $4,194-42.9% |
| Participant deferral / active EE | $8,764 | $6,159+42.3% | $5,451+60.8% | $6,396+37.0% |
| Admin fee / account holder | $13,851 | $16,880-17.9% | $14,497-4.5% | $12,562+10.3% |