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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 | $34,277 | $172,111-80.1% | $150,298-77.2% | $137,256-75.0% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 16.15% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,431 | $4,636-69.1% | $4,154-65.5% | $4,156-65.6% |
| Participant deferral / active EE | $5,789 | $6,166-6.1% | $5,453+6.2% | $6,407-9.6% |
| Admin fee / account holder | $14,941 | $16,471-9.3% | $14,116+5.8% | $12,270+21.8% |