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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 | $13,089 | $111,535-88.3% | $105,223-87.6% | $137,256-90.5% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 21.85% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,607 | $3,939-33.8% | $3,689-29.3% | $4,156-37.3% |
| Participant deferral / active EE | $6,124 | $5,500+11.3% | $5,072+20.7% | $6,407-4.4% |
| Admin fee / account holder | $897 | $9,721-90.8% | $8,859-89.9% | $12,270-92.7% |