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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 | $37,923 | $114,119-66.8% | $107,187-64.6% | $138,895-72.7% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 19.80% | 273.21%-253.4pp | 204.55%-184.8pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,039 | $4,059-49.8% | $3,782-46.1% | $4,194-51.4% |
| Participant deferral / active EE | $5,771 | $5,538+4.2% | $5,096+13.3% | $6,396-9.8% |
| Admin fee / account holder | $566 | $10,024-94.4% | $9,162-93.8% | $12,562-95.5% |