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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 | $23,394 | $114,119-79.5% | $107,187-78.2% | $138,895-83.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 16.96% | 273.21%-256.2pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,325 | $4,059-42.7% | $3,782-38.5% | $4,194-44.6% |
| Participant deferral / active EE | $4,403 | $5,538-20.5% | $5,096-13.6% | $6,396-31.2% |
| Admin fee / account holder | $2,533 | $10,024-74.7% | $9,162-72.4% | $12,562-79.8% |