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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 | $31,205 | $117,895-73.5% | $102,460-69.5% | $145,897-78.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 11.82% | 31.92%-20.1pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,005 | $3,619-44.6% | $3,025-33.7% | $4,663-57.0% |
| Participant deferral / active EE | $5,167 | $5,736-9.9% | $5,056+2.2% | $6,689-22.8% |
| Admin fee / account holder | $18,577 | $13,353+39.1% | $9,460+96.4% | $13,390+38.7% |