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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 | $22,487 | $78,670-71.4% | $109,173-79.4% | $85,847-73.8% |
| Participation rate | 86.2% | 68.3%+17.9pp | 75.9%+10.3pp | 69.3%+16.9pp |
| Annual return | 13.97% | 25.09%-11.1pp | 25.75%-11.8pp | 318.61%-304.6pp |
| Employer contribution / active EE | $3,365 | $2,734+23.1% | $3,723-9.6% | $2,565+31.2% |
| Participant deferral / active EE | $7,520 | $3,467+116.9% | $4,654+61.6% | $3,952+90.3% |
| Admin fee / account holder | $5,080 | $5,469-7.1% | $6,755-24.8% | $6,261-18.9% |