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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 | $22,166 | $114,013-80.6% | $103,693-78.6% | $155,188-85.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 18.96% | 49.31%-30.4pp | 47.61%-28.7pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,395 | $3,131-55.5% | $2,920-52.2% | $4,248-67.2% |
| Participant deferral / active EE | $3,887 | $4,970-21.8% | $4,579-15.1% | $6,531-40.5% |
| Admin fee / account holder | $653 | $8,407-92.2% | $7,858-91.7% | $14,480-95.5% |