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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 | $27,752 | $181,062-84.7% | $158,223-82.5% | $155,188-82.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 13.67% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.2pp |
| Employer contribution / active EE | $7,840 | $4,565+71.7% | $4,109+90.8% | $4,248+84.6% |
| Participant deferral / active EE | $3,000 | $6,134-51.1% | $5,467-45.1% | $6,531-54.1% |
| Admin fee / account holder | $2,288 | $18,825-87.8% | $16,047-85.7% | $14,480-84.2% |