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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 | $18,240 | $112,729-83.8% | $98,716-81.5% | $137,256-86.7% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 23.02% | 38.48%-15.5pp | 31.81%-8.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $3,134 | $2,725+15.0% | $2,279+37.6% | $4,156-24.6% |
| Participant deferral / active EE | $6,099 | $4,640+31.4% | $4,048+50.7% | $6,407-4.8% |
| Admin fee / account holder | $2,702 | $10,129-73.3% | $8,703-68.9% | $12,270-78.0% |