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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 | $25,360 | $99,053-74.4% | $88,179-71.2% | $138,895-81.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 13.24% | 78.17%-64.9pp | 64.97%-51.7pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,335 | $2,882-53.7% | $2,549-47.6% | $4,194-68.2% |
| Participant deferral / active EE | $2,239 | $5,225-57.2% | $4,614-51.5% | $6,396-65.0% |
| Admin fee / account holder | $7,688 | $8,748-12.1% | $7,673+0.2% | $12,562-38.8% |