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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 | $30,418 | $172,111-82.3% | $150,298-79.8% | $137,256-77.8% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 12.25% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,405 | $4,636+16.6% | $4,154+30.1% | $4,156+30.1% |
| Participant deferral / active EE | $7,543 | $6,166+22.3% | $5,453+38.3% | $6,407+17.7% |
| Admin fee / account holder | $6,397 | $16,471-61.2% | $14,116-54.7% | $12,270-47.9% |