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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 | $107,733-79.1% | $92,985-75.8% | $154,746-85.5% |
| Participation rate | 90.9% | 74.6%+16.3pp | 69.5%+21.4pp | 80.7%+10.2pp |
| Annual return | 25.93% | 30.39%-4.5pp | 27.99%-2.1pp | 172.34%-146.4pp |
| Employer contribution / active EE | $3,858 | $3,126+23.4% | $2,662+44.9% | $4,379-11.9% |
| Participant deferral / active EE | $6,886 | $5,053+36.3% | $4,377+57.3% | $6,730+2.3% |
| Admin fee / account holder | $3,089 | $11,369-72.8% | $9,463-67.4% | $14,365-78.5% |