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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 | $25,107 | $117,895-78.7% | $102,460-75.5% | $145,897-82.8% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 11.12% | 31.92%-20.8pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,008 | $3,619-44.5% | $3,025-33.6% | $4,663-56.9% |
| Participant deferral / active EE | $2,709 | $5,736-52.8% | $5,056-46.4% | $6,689-59.5% |
| Admin fee / account holder | $11,302 | $13,353-15.4% | $9,460+19.5% | $13,390-15.6% |