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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 | $28,307 | $172,111-83.6% | $150,298-81.2% | $137,256-79.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 19.82% | 69.37%-49.5pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,907 | $4,636-58.9% | $4,154-54.1% | $4,156-54.1% |
| Participant deferral / active EE | $5,570 | $6,166-9.7% | $5,453+2.2% | $6,407-13.1% |
| Admin fee / account holder | $11,273 | $16,471-31.6% | $14,116-20.1% | $12,270-8.1% |