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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 | $52,321 | $114,119-54.2% | $107,187-51.2% | $138,895-62.3% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.0%+3.2pp | 79.9%-1.7pp |
| Annual return | 15.68% | 273.21%-257.5pp | 204.55%-188.9pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,796 | $4,059-55.7% | $3,782-52.5% | $4,194-57.2% |
| Participant deferral / active EE | $5,835 | $5,538+5.4% | $5,096+14.5% | $6,396-8.8% |
| Admin fee / account holder | $1,397 | $10,024-86.1% | $9,162-84.7% | $12,562-88.9% |