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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 | $19,396 | $99,053-80.4% | $88,179-78.0% | $138,895-86.0% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.1%+22.5pp | 79.9%+11.7pp |
| Annual return | 19.19% | 78.17%-59.0pp | 64.97%-45.8pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,202 | $2,882+11.1% | $2,549+25.6% | $4,194-23.7% |
| Participant deferral / active EE | $7,852 | $5,225+50.3% | $4,614+70.2% | $6,396+22.8% |
| Admin fee / account holder | $1,788 | $8,748-79.6% | $7,673-76.7% | $12,562-85.8% |