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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 | $20,855 | $114,119-81.7% | $107,187-80.5% | $138,895-85.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 23.04% | 273.21%-250.2pp | 204.55%-181.5pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,378 | $4,059-41.4% | $3,782-37.1% | $4,194-43.3% |
| Participant deferral / active EE | $6,339 | $5,538+14.5% | $5,096+24.4% | $6,396-0.9% |
| Admin fee / account holder | $1,035 | $10,024-89.7% | $9,162-88.7% | $12,562-91.8% |