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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 | $25,863 | $172,111-85.0% | $150,298-82.8% | $137,256-81.2% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.95% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,787 | $4,636-61.5% | $4,154-57.0% | $4,156-57.0% |
| Participant deferral / active EE | $10,572 | $6,166+71.5% | $5,453+93.9% | $6,407+65.0% |
| Admin fee / account holder | $2,630 | $16,471-84.0% | $14,116-81.4% | $12,270-78.6% |