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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 | $25,067 | $114,119-78.0% | $107,187-76.6% | $138,895-82.0% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 19.51% | 273.21%-253.7pp | 204.55%-185.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,770 | $4,059-56.4% | $3,782-53.2% | $4,194-57.8% |
| Participant deferral / active EE | $2,882 | $5,538-48.0% | $5,096-43.5% | $6,396-54.9% |
| Admin fee / account holder | $675 | $10,024-93.3% | $9,162-92.6% | $12,562-94.6% |