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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 | $31,199 | $185,312-83.2% | $161,489-80.7% | $154,746-79.8% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 21.23% | 103.84%-82.6pp | 89.72%-68.5pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,708 | $4,769-64.2% | $4,268-60.0% | $4,379-61.0% |
| Participant deferral / active EE | $7,993 | $6,350+25.9% | $5,630+42.0% | $6,730+18.8% |
| Admin fee / account holder | $1,179 | $18,654-93.7% | $16,006-92.6% | $14,365-91.8% |