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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 | $24,803 | $162,136-84.7% | $152,301-83.7% | $154,746-84.0% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 17.54% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,962 | $4,890-39.4% | $4,624-35.9% | $4,379-32.4% |
| Participant deferral / active EE | $8,751 | $8,341+4.9% | $8,004+9.3% | $6,730+30.0% |
| Admin fee / account holder | $7,645 | $15,759-51.5% | $14,398-46.9% | $14,365-46.8% |