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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 | $28,610 | $107,733-73.4% | $92,985-69.2% | $154,746-81.5% |
| Participation rate | 83.3% | 74.6%+8.8pp | 69.5%+13.8pp | 80.7%+2.6pp |
| Annual return | 13.21% | 30.39%-17.2pp | 27.99%-14.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $6,204 | $3,126+98.4% | $2,662+133.1% | $4,379+41.7% |
| Participant deferral / active EE | $2,223 | $5,053-56.0% | $4,377-49.2% | $6,730-67.0% |
| Admin fee / account holder | $10,702 | $11,369-5.9% | $9,463+13.1% | $14,365-25.5% |