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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 | $24,156 | $108,882-77.8% | $96,754-75.0% | $154,746-84.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 23.09% | 98.39%-75.3pp | 82.04%-58.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $2,791 | $3,018-7.5% | $2,679+4.2% | $4,379-36.3% |
| Participant deferral / active EE | $5,026 | $5,323-5.6% | $4,758+5.6% | $6,730-25.3% |
| Admin fee / account holder | $1,037 | $10,200-89.8% | $8,905-88.4% | $14,365-92.8% |