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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 | $16,190 | $124,980-87.0% | $108,359-85.1% | $154,746-89.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 27.50% | 45.00%-17.5pp | 36.89%-9.4pp | 172.34%-144.8pp |
| Employer contribution / active EE | $3,254 | $2,851+14.1% | $2,399+35.6% | $4,379-25.7% |
| Participant deferral / active EE | $6,801 | $4,743+43.4% | $4,137+64.4% | $6,730+1.1% |
| Admin fee / account holder | $1,603 | $11,502-86.1% | $9,741-83.5% | $14,365-88.8% |