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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 | $19,732 | $111,535-82.3% | $105,223-81.2% | $137,256-85.6% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 25.34% | 237.85%-212.5pp | 180.65%-155.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $2,832 | $3,939-28.1% | $3,689-23.2% | $4,156-31.9% |
| Participant deferral / active EE | $5,253 | $5,500-4.5% | $5,072+3.6% | $6,407-18.0% |
| Admin fee / account holder | $843 | $9,721-91.3% | $8,859-90.5% | $12,270-93.1% |