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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 | $41,727 | $107,809-61.3% | $97,032-57.0% | $155,188-73.1% |
| Participation rate | 85.7% | 75.5%+10.2pp | 71.6%+14.1pp | 80.8%+4.9pp |
| Annual return | 16.11% | 38.06%-22.0pp | 35.38%-19.3pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,976 | $2,911+2.2% | $2,629+13.2% | $4,248-29.9% |
| Participant deferral / active EE | $7,603 | $5,129+48.2% | $4,672+62.7% | $6,531+16.4% |
| Admin fee / account holder | $9,247 | $10,717-13.7% | $9,418-1.8% | $14,480-36.1% |