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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 | $28,154 | $123,155-77.1% | $108,753-74.1% | $155,188-81.9% |
| Participation rate | 94.7% | 75.6%+19.1pp | 71.1%+23.7pp | 80.8%+13.9pp |
| Annual return | 14.64% | 44.73%-30.1pp | 37.47%-22.8pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,365 | $2,811+19.7% | $2,427+38.7% | $4,248-20.8% |
| Participant deferral / active EE | $4,563 | $4,623-1.3% | $4,115+10.9% | $6,531-30.1% |
| Admin fee / account holder | $9,649 | $12,126-20.4% | $10,320-6.5% | $14,480-33.4% |