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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 | $18,808 | $99,053-81.0% | $88,179-78.7% | $138,895-86.5% |
| Participation rate | 79.2% | 74.2%+4.9pp | 69.1%+10.0pp | 79.9%-0.8pp |
| Annual return | 21.85% | 78.17%-56.3pp | 64.97%-43.1pp | 145.39%-123.5pp |
| Employer contribution / active EE | $2,225 | $2,882-22.8% | $2,549-12.7% | $4,194-47.0% |
| Participant deferral / active EE | $4,938 | $5,225-5.5% | $4,614+7.0% | $6,396-22.8% |
| Admin fee / account holder | $543 | $8,748-93.8% | $7,673-92.9% | $12,562-95.7% |