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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 | $26,226 | $127,386-79.4% | $115,037-77.2% | $125,388-79.1% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | 7.05% | 31.28%-24.2pp | 26.14%-19.1pp | 282.24%-275.2pp |
| Employer contribution / active EE | $3,821 | $5,166-26.0% | $4,608-17.1% | $4,866-21.5% |
| Participant deferral / active EE | $9,746 | $6,423+51.7% | $6,026+61.7% | $5,352+82.1% |
| Admin fee / account holder | $3,094 | $9,516-67.5% | $8,175-62.1% | $9,541-67.6% |