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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 | $29,474 | $157,829-81.3% | $136,867-78.5% | $198,609-85.2% |
| Participation rate | 85.7% | 77.2%+8.5pp | 74.5%+11.2pp | 82.4%+3.3pp |
| Annual return | 21.71% | 51.25%-29.5pp | 42.97%-21.3pp | 202.70%-181.0pp |
| Employer contribution / active EE | $2,568 | $3,923-34.5% | $3,547-27.6% | $5,055-49.2% |
| Participant deferral / active EE | $5,516 | $5,463+1.0% | $4,924+12.0% | $6,977-20.9% |
| Admin fee / account holder | $555 | $11,107-95.0% | $10,340-94.6% | $19,030-97.1% |