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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 | $25,613 | $111,535-77.0% | $105,223-75.7% | $137,256-81.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 19.62% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,089 | $3,939-47.0% | $3,689-43.4% | $4,156-49.7% |
| Participant deferral / active EE | $5,722 | $5,500+4.0% | $5,072+12.8% | $6,407-10.7% |
| Admin fee / account holder | $3,516 | $9,721-63.8% | $8,859-60.3% | $12,270-71.3% |