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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 | $124,980-76.4% | $108,359-72.8% | $154,746-80.9% |
| Participation rate | 84.6% | 75.2%+9.4pp | 70.1%+14.5pp | 80.7%+3.9pp |
| Annual return | 26.83% | 45.00%-18.2pp | 36.89%-10.1pp | 172.34%-145.5pp |
| Employer contribution / active EE | $2,818 | $2,851-1.2% | $2,399+17.4% | $4,379-35.7% |
| Participant deferral / active EE | $9,145 | $4,743+92.8% | $4,137+121.1% | $6,730+35.9% |
| Admin fee / account holder | $1,476 | $11,502-87.2% | $9,741-84.9% | $14,365-89.7% |