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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 | $185,312-81.5% | $161,489-78.8% | $154,746-77.8% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 16.15% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,431 | $4,769-70.0% | $4,268-66.5% | $4,379-67.3% |
| Participant deferral / active EE | $5,789 | $6,350-8.8% | $5,630+2.8% | $6,730-14.0% |
| Admin fee / account holder | $14,941 | $18,654-19.9% | $16,006-6.7% | $14,365+4.0% |