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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 | $29,430 | $129,737-77.3% | $119,126-75.3% | $154,746-81.0% |
| Participation rate | 81.0% | 78.9%+2.1pp | 75.8%+5.2pp | 80.7%+0.3pp |
| Annual return | 17.29% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,861 | $4,375-57.5% | $4,034-53.9% | $4,379-57.5% |
| Participant deferral / active EE | $5,460 | $5,842-6.5% | $5,318+2.7% | $6,730-18.9% |
| Admin fee / account holder | $7,395 | $11,961-38.2% | $10,693-30.8% | $14,365-48.5% |