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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 | $25,894 | $107,733-76.0% | $92,985-72.2% | $154,746-83.3% |
| Participation rate | 92.3% | 74.6%+17.7pp | 69.5%+22.8pp | 80.7%+11.6pp |
| Annual return | 21.29% | 30.39%-9.1pp | 27.99%-6.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $5,324 | $3,126+70.3% | $2,662+100.0% | $4,379+21.6% |
| Participant deferral / active EE | $13,150 | $5,053+160.2% | $4,377+200.4% | $6,730+95.4% |
| Admin fee / account holder | $2,836 | $11,369-75.1% | $9,463-70.0% | $14,365-80.3% |