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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 | $30,350 | $111,535-72.8% | $105,223-71.2% | $137,256-77.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 18.96% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,363 | $3,939-40.0% | $3,689-35.9% | $4,156-43.1% |
| Participant deferral / active EE | $6,319 | $5,500+14.9% | $5,072+24.6% | $6,407-1.4% |
| Admin fee / account holder | $1,785 | $9,721-81.6% | $8,859-79.9% | $12,270-85.5% |