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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 | $22,764 | $161,352-85.9% | $134,172-83.0% | $137,256-83.4% |
| Participation rate | 92.9% | 78.3%+14.6pp | 72.5%+20.4pp | 80.0%+12.9pp |
| Annual return | 28.99% | 28.72%+0.3pp | 25.30%+3.7pp | 220.34%-191.3pp |
| Employer contribution / active EE | $2,157 | $4,099-47.4% | $3,420-36.9% | $4,156-48.1% |
| Participant deferral / active EE | $3,126 | $5,552-43.7% | $4,690-33.4% | $6,407-51.2% |
| Admin fee / account holder | $1,746 | $15,028-88.4% | $12,016-85.5% | $12,270-85.8% |