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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 | $31,658 | $185,312-82.9% | $161,489-80.4% | $154,746-79.5% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 13.48% | 103.84%-90.4pp | 89.72%-76.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,030 | $4,769-57.4% | $4,268-52.4% | $4,379-53.6% |
| Participant deferral / active EE | $7,280 | $6,350+14.7% | $5,630+29.3% | $6,730+8.2% |
| Admin fee / account holder | $3,600 | $18,654-80.7% | $16,006-77.5% | $14,365-74.9% |