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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 | $20,316 | $99,053-79.5% | $88,179-77.0% | $138,895-85.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 30.26% | 78.17%-47.9pp | 64.97%-34.7pp | 145.39%-115.1pp |
| Employer contribution / active EE | $1,184 | $2,882-58.9% | $2,549-53.6% | $4,194-71.8% |
| Participant deferral / active EE | $5,569 | $5,225+6.6% | $4,614+20.7% | $6,396-12.9% |
| Admin fee / account holder | $314 | $8,748-96.4% | $7,673-95.9% | $12,562-97.5% |