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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 | $123,155-85.2% | $108,753-83.2% | $155,188-88.2% |
| Participation rate | 91.7% | 75.6%+16.0pp | 71.1%+20.6pp | 80.8%+10.9pp |
| Annual return | 23.02% | 44.73%-21.7pp | 37.47%-14.5pp | 148.84%-125.8pp |
| Employer contribution / active EE | $3,134 | $2,811+11.5% | $2,427+29.2% | $4,248-26.2% |
| Participant deferral / active EE | $6,099 | $4,623+31.9% | $4,115+48.2% | $6,531-6.6% |
| Admin fee / account holder | $2,702 | $12,126-77.7% | $10,320-73.8% | $14,480-81.3% |