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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 | $23,027 | $154,228-85.1% | $145,433-84.2% | $137,256-83.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.18% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,911 | $4,804-60.2% | $4,554-58.0% | $4,156-54.0% |
| Participant deferral / active EE | $6,485 | $8,216-21.1% | $7,897-17.9% | $6,407+1.2% |
| Admin fee / account holder | $1,032 | $14,344-92.8% | $13,129-92.1% | $12,270-91.6% |