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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 | $18,784 | $172,111-89.1% | $150,298-87.5% | $137,256-86.3% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 18.26% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,819 | $4,636-60.8% | $4,154-56.2% | $4,156-56.2% |
| Participant deferral / active EE | $5,828 | $6,166-5.5% | $5,453+6.9% | $6,407-9.0% |
| Admin fee / account holder | $3,973 | $16,471-75.9% | $14,116-71.9% | $12,270-67.6% |