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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 | $29,269 | $99,053-70.5% | $88,179-66.8% | $138,895-78.9% |
| Participation rate | 77.8% | 74.2%+3.5pp | 69.1%+8.6pp | 79.9%-2.1pp |
| Annual return | 20.29% | 78.17%-57.9pp | 64.97%-44.7pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,302 | $2,882-54.8% | $2,549-48.9% | $4,194-68.9% |
| Participant deferral / active EE | $5,601 | $5,225+7.2% | $4,614+21.4% | $6,396-12.4% |
| Admin fee / account holder | $2,918 | $8,748-66.6% | $7,673-62.0% | $12,562-76.8% |