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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 | $29,291 | $103,393-71.7% | $87,103-66.4% | $152,909-80.8% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.9%+8.1pp | 82.5%+2.5pp |
| Annual return | 23.12% | 28.10%-5.0pp | 28.19%-5.1pp | 345.46%-322.3pp |
| Employer contribution / active EE | $2,246 | $3,221-30.3% | $2,521-10.9% | $4,764-52.9% |
| Participant deferral / active EE | $3,685 | $4,778-22.9% | $4,049-9.0% | $5,851-37.0% |
| Admin fee / account holder | $563 | $12,195-95.4% | $7,491-92.5% | $11,601-95.1% |