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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 | $19,679 | $111,535-82.4% | $105,223-81.3% | $137,256-85.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 21.38% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,074 | $3,939-22.0% | $3,689-16.6% | $4,156-26.0% |
| Participant deferral / active EE | $4,415 | $5,500-19.7% | $5,072-13.0% | $6,407-31.1% |
| Admin fee / account holder | $1,693 | $9,721-82.6% | $8,859-80.9% | $12,270-86.2% |