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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 | $31,572 | $97,289-67.5% | $92,805-66.0% | $155,188-79.7% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 12.25% | 29.03%-16.8pp | 31.59%-19.3pp | 148.84%-136.6pp |
| Employer contribution / active EE | $2,524 | $3,632-30.5% | $3,424-26.3% | $4,248-40.6% |
| Participant deferral / active EE | $14,886 | $8,795+69.3% | $8,448+76.2% | $6,531+127.9% |
| Admin fee / account holder | $18,158 | $12,015+51.1% | $10,911+66.4% | $14,480+25.4% |