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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 | $10,460 | $114,119-90.8% | $107,187-90.2% | $138,895-92.5% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 19.25% | 273.21%-254.0pp | 204.55%-185.3pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,464 | $4,059-63.9% | $3,782-61.3% | $4,194-65.1% |
| Participant deferral / active EE | $1,753 | $5,538-68.3% | $5,096-65.6% | $6,396-72.6% |
| Admin fee / account holder | $2,899 | $10,024-71.1% | $9,162-68.4% | $12,562-76.9% |