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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 | $22,065 | $87,166-74.7% | $76,735-71.2% | $137,256-83.9% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.5%+20.5pp | 80.0%+10.0pp |
| Annual return | 21.01% | 26.50%-5.5pp | 29.77%-8.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,462 | $2,904+19.2% | $2,454+41.1% | $4,156-16.7% |
| Participant deferral / active EE | $4,577 | $4,726-3.2% | $4,088+12.0% | $6,407-28.6% |
| Admin fee / account holder | $958 | $8,403-88.6% | $7,189-86.7% | $12,270-92.2% |