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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 | $15,855 | $172,111-90.8% | $150,298-89.5% | $137,256-88.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.98% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,420 | $4,636-47.8% | $4,154-41.7% | $4,156-41.8% |
| Participant deferral / active EE | $2,325 | $6,166-62.3% | $5,453-57.4% | $6,407-63.7% |
| Admin fee / account holder | $3,318 | $16,471-79.9% | $14,116-76.5% | $12,270-73.0% |