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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 | $21,600 | $97,125-77.8% | $86,233-75.0% | $137,256-84.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 18.25% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,599 | $2,841-43.7% | $2,504-36.1% | $4,156-61.5% |
| Participant deferral / active EE | $2,792 | $5,180-46.1% | $4,559-38.8% | $6,407-56.4% |
| Admin fee / account holder | $1,147 | $9,725-88.2% | $8,342-86.2% | $12,270-90.6% |