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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 | $25,899 | $93,589-72.3% | $135,942-80.9% | $75,181-65.6% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 21.16% | 30.90%-9.7pp | 68.28%-47.1pp | 160.69%-139.5pp |
| Employer contribution / active EE | $4,091 | $3,537+15.7% | $4,858-15.8% | $2,671+53.2% |
| Participant deferral / active EE | $8,030 | $6,405+25.4% | $7,759+3.5% | $4,126+94.6% |
| Admin fee / account holder | $1,887 | $6,977-72.9% | $10,764-82.5% | $5,650-66.6% |