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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 | $27,289 | $185,856-85.3% | $170,028-84.0% | $139,456-80.4% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 15.29% | 60.52%-45.2pp | 53.39%-38.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $4,630 | $7,593-39.0% | $6,788-31.8% | $4,753-2.6% |
| Participant deferral / active EE | $14,307 | $11,623+23.1% | $10,409+37.5% | $6,711+113.2% |
| Admin fee / account holder | $2,740 | $15,387-82.2% | $12,820-78.6% | $11,407-76.0% |