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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 | $44,664 | $181,062-75.3% | $158,223-71.8% | $155,188-71.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 12.78% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,392 | $4,565-69.5% | $4,109-66.1% | $4,248-67.2% |
| Participant deferral / active EE | $12,065 | $6,134+96.7% | $5,467+120.7% | $6,531+84.7% |
| Admin fee / account holder | $22,259 | $18,825+18.2% | $16,047+38.7% | $14,480+53.7% |