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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 | $97,125-75.1% | $86,233-72.0% | $137,256-82.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 23.09% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,791 | $2,841-1.8% | $2,504+11.5% | $4,156-32.8% |
| Participant deferral / active EE | $5,026 | $5,180-3.0% | $4,559+10.2% | $6,407-21.6% |
| Admin fee / account holder | $1,037 | $9,725-89.3% | $8,342-87.6% | $12,270-91.6% |