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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 | $117,904-73.5% | $102,457-69.5% | $145,978-78.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 11.82% | 31.80%-20.0pp | 29.41%-17.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,005 | $3,613-44.5% | $3,022-33.7% | $4,662-57.0% |
| Participant deferral / active EE | $5,167 | $5,733-9.9% | $5,054+2.2% | $6,690-22.8% |
| Admin fee / account holder | $18,577 | $13,329+39.4% | $9,451+96.5% | $13,400+38.6% |