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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 | $26,353 | $112,729-76.6% | $98,716-73.3% | $137,256-80.8% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.3%+12.0pp | 80.0%+1.3pp |
| Annual return | 21.43% | 38.48%-17.1pp | 31.81%-10.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,714 | $2,725-37.1% | $2,279-24.8% | $4,156-58.7% |
| Participant deferral / active EE | $5,365 | $4,640+15.6% | $4,048+32.5% | $6,407-16.3% |
| Admin fee / account holder | $330 | $10,129-96.7% | $8,703-96.2% | $12,270-97.3% |