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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 | $30,044 | $185,312-83.8% | $161,489-81.4% | $154,746-80.6% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 23.04% | 103.84%-80.8pp | 89.72%-66.7pp | 172.34%-149.3pp |
| Employer contribution / active EE | $1,862 | $4,769-61.0% | $4,268-56.4% | $4,379-57.5% |
| Participant deferral / active EE | $11,267 | $6,350+77.4% | $5,630+100.1% | $6,730+67.4% |
| Admin fee / account holder | $1,592 | $18,654-91.5% | $16,006-90.1% | $14,365-88.9% |