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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 | $19,057 | $181,062-89.5% | $158,223-88.0% | $155,188-87.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 23.25% | 57.39%-34.1pp | 52.09%-28.8pp | 148.84%-125.6pp |
| Employer contribution / active EE | $2,268 | $4,565-50.3% | $4,109-44.8% | $4,248-46.6% |
| Participant deferral / active EE | $5,927 | $6,134-3.4% | $5,467+8.4% | $6,531-9.3% |
| Admin fee / account holder | $1,072 | $18,825-94.3% | $16,047-93.3% | $14,480-92.6% |