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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 | $181,062-85.7% | $158,223-83.7% | $155,188-83.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 16.95% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,787 | $4,565-60.8% | $4,109-56.5% | $4,248-57.9% |
| Participant deferral / active EE | $10,572 | $6,134+72.3% | $5,467+93.4% | $6,531+61.9% |
| Admin fee / account holder | $2,630 | $18,825-86.0% | $16,047-83.6% | $14,480-81.8% |