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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 | $26,312 | $114,119-76.9% | $107,187-75.5% | $138,895-81.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 16.73% | 273.21%-256.5pp | 204.55%-187.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,319 | $4,059-67.5% | $3,782-65.1% | $4,194-68.5% |
| Participant deferral / active EE | $6,695 | $5,538+20.9% | $5,096+31.4% | $6,396+4.7% |
| Admin fee / account holder | $945 | $10,024-90.6% | $9,162-89.7% | $12,562-92.5% |