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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 | $29,171 | $172,111-83.1% | $150,298-80.6% | $137,256-78.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 24.25% | 69.37%-45.1pp | 62.79%-38.5pp | 220.34%-196.1pp |
| Employer contribution / active EE | $7,397 | $4,636+59.5% | $4,154+78.1% | $4,156+78.0% |
| Participant deferral / active EE | $7,786 | $6,166+26.3% | $5,453+42.8% | $6,407+21.5% |
| Admin fee / account holder | $1,857 | $16,471-88.7% | $14,116-86.8% | $12,270-84.9% |