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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 | $23,555 | $172,111-86.3% | $150,298-84.3% | $137,256-82.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 19.26% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,444 | $4,636-68.9% | $4,154-65.2% | $4,156-65.3% |
| Participant deferral / active EE | $6,787 | $6,166+10.1% | $5,453+24.5% | $6,407+5.9% |
| Admin fee / account holder | $1,122 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |