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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 | $21,812 | $154,228-85.9% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 22.75% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $3,012 | $4,804-37.3% | $4,554-33.9% | $4,156-27.5% |
| Participant deferral / active EE | $7,148 | $8,216-13.0% | $7,897-9.5% | $6,407+11.6% |
| Admin fee / account holder | $1,843 | $14,344-87.2% | $13,129-86.0% | $12,270-85.0% |