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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 | $28,404 | $107,809-73.7% | $97,032-70.7% | $155,188-81.7% |
| Participation rate | 91.7% | 75.5%+16.2pp | 71.6%+20.1pp | 80.8%+10.9pp |
| Annual return | 20.76% | 38.06%-17.3pp | 35.38%-14.6pp | 148.84%-128.1pp |
| Employer contribution / active EE | $4,449 | $2,911+52.8% | $2,629+69.2% | $4,248+4.7% |
| Participant deferral / active EE | $6,874 | $5,129+34.0% | $4,672+47.1% | $6,531+5.3% |
| Admin fee / account holder | $1,693 | $10,717-84.2% | $9,418-82.0% | $14,480-88.3% |