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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 | $24,329 | $172,111-85.9% | $150,298-83.8% | $137,256-82.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 12.93% | 69.37%-56.4pp | 62.79%-49.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,924 | $4,636-58.5% | $4,154-53.7% | $4,156-53.7% |
| Participant deferral / active EE | $3,694 | $6,166-40.1% | $5,453-32.3% | $6,407-42.3% |
| Admin fee / account holder | $3,852 | $16,471-76.6% | $14,116-72.7% | $12,270-68.6% |