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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 | $36,300 | $115,225-68.5% | $100,712-64.0% | $138,895-73.9% |
| Participation rate | 86.7% | 74.3%+12.3pp | 69.3%+17.4pp | 79.9%+6.7pp |
| Annual return | 21.45% | 40.35%-18.9pp | 33.27%-11.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $3,910 | $2,771+41.1% | $2,313+69.1% | $4,194-6.8% |
| Participant deferral / active EE | $7,526 | $4,699+60.2% | $4,085+84.2% | $6,396+17.7% |
| Admin fee / account holder | $1,146 | $10,844-89.4% | $9,256-87.6% | $12,562-90.9% |