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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 | $29,492 | $112,729-73.8% | $98,716-70.1% | $137,256-78.5% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 26.83% | 38.48%-11.7pp | 31.81%-5.0pp | 220.34%-193.5pp |
| Employer contribution / active EE | $2,818 | $2,725+3.4% | $2,279+23.7% | $4,156-32.2% |
| Participant deferral / active EE | $9,145 | $4,640+97.1% | $4,048+125.9% | $6,407+42.7% |
| Admin fee / account holder | $1,476 | $10,129-85.4% | $8,703-83.0% | $12,270-88.0% |