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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 | $34,982 | $197,603-82.3% | $177,827-80.3% | $158,950-78.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 21.95% | 58.76%-36.8pp | 48.32%-26.4pp | 302.91%-281.0pp |
| Employer contribution / active EE | $1,998 | $6,698-70.2% | $5,918-66.2% | $4,762-58.1% |
| Participant deferral / active EE | $5,303 | $8,404-36.9% | $7,713-31.2% | $5,983-11.4% |
| Admin fee / account holder | $1,209 | $15,402-92.1% | $12,429-90.3% | $11,248-89.3% |