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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 | $22,514 | $87,166-74.2% | $76,735-70.7% | $137,256-83.6% |
| Participation rate | 90.9% | 74.4%+16.6pp | 69.5%+21.4pp | 80.0%+10.9pp |
| Annual return | 25.93% | 26.50%-0.6pp | 29.77%-3.8pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,858 | $2,904+32.8% | $2,454+57.2% | $4,156-7.2% |
| Participant deferral / active EE | $6,886 | $4,726+45.7% | $4,088+68.4% | $6,407+7.5% |
| Admin fee / account holder | $3,089 | $8,403-63.2% | $7,189-57.0% | $12,270-74.8% |