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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 | $107,733-76.2% | $92,985-72.5% | $154,746-83.5% |
| Participation rate | 77.8% | 74.6%+3.2pp | 69.5%+8.3pp | 80.7%-2.9pp |
| Annual return | 19.10% | 30.39%-11.3pp | 27.99%-8.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,203 | $3,126+2.5% | $2,662+20.3% | $4,379-26.9% |
| Participant deferral / active EE | $3,464 | $5,053-31.4% | $4,377-20.9% | $6,730-48.5% |
| Admin fee / account holder | $672 | $11,369-94.1% | $9,463-92.9% | $14,365-95.3% |