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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 | $24,951 | $106,974-76.7% | $90,796-72.5% | $138,895-82.0% |
| Participation rate | 85.7% | 74.9%+10.8pp | 69.5%+16.2pp | 79.9%+5.8pp |
| Annual return | 17.87% | 20.10%-2.2pp | 19.29%-1.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $5,378 | $2,609+106.1% | $2,294+134.4% | $4,194+28.2% |
| Participant deferral / active EE | $9,716 | $4,455+118.1% | $3,822+154.2% | $6,396+51.9% |
| Admin fee / account holder | $3,360 | $8,626-61.1% | $7,024-52.2% | $12,562-73.3% |