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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 | $31,766 | $129,737-75.5% | $119,126-73.3% | $154,746-79.5% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 21.87% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,763 | $4,375-36.8% | $4,034-31.5% | $4,379-36.9% |
| Participant deferral / active EE | $6,021 | $5,842+3.1% | $5,318+13.2% | $6,730-10.5% |
| Admin fee / account holder | $1,861 | $11,961-84.4% | $10,693-82.6% | $14,365-87.0% |