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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 | $24,798 | $185,312-86.6% | $161,489-84.6% | $154,746-84.0% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 21.34% | 103.84%-82.5pp | 89.72%-68.4pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,460 | $4,769-48.4% | $4,268-42.4% | $4,379-43.8% |
| Participant deferral / active EE | $6,086 | $6,350-4.2% | $5,630+8.1% | $6,730-9.6% |
| Admin fee / account holder | $3,341 | $18,654-82.1% | $16,006-79.1% | $14,365-76.7% |