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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 | $20,763 | $176,105-88.2% | $159,474-87.0% | $167,536-87.6% |
| Participation rate | 84.6% | 85.0%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 31.59% | 331.91%-300.3pp | 263.68%-232.1pp | 478.82%-447.2pp |
| Employer contribution / active EE | $2,681 | $5,299-49.4% | $4,831-44.5% | $4,839-44.6% |
| Participant deferral / active EE | $5,716 | $7,751-26.3% | $7,353-22.3% | $6,342-9.9% |
| Admin fee / account holder | $1,380 | $12,559-89.0% | $10,802-87.2% | $12,315-88.8% |