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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 | $25,595 | $87,166-70.6% | $76,735-66.6% | $137,256-81.4% |
| Participation rate | 77.8% | 74.4%+3.4pp | 69.5%+8.3pp | 80.0%-2.2pp |
| Annual return | 19.10% | 26.50%-7.4pp | 29.77%-10.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,203 | $2,904+10.3% | $2,454+30.5% | $4,156-22.9% |
| Participant deferral / active EE | $3,464 | $4,726-26.7% | $4,088-15.3% | $6,407-45.9% |
| Admin fee / account holder | $672 | $8,403-92.0% | $7,189-90.6% | $12,270-94.5% |