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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 | $31,629 | $215,361-85.3% | $171,082-81.5% | $273,972-88.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 12.81% | 25.14%-12.3pp | 32.56%-19.7pp | 41.46%-28.6pp |
| Employer contribution / active EE | $2,733 | $4,967-45.0% | $4,002-31.7% | $4,869-43.9% |
| Participant deferral / active EE | $11,745 | $5,543+111.9% | $4,797+144.8% | $5,287+122.1% |
| Admin fee / account holder | $401 | $10,846-96.3% | $8,520-95.3% | $10,133-96.0% |