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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 | $19,022 | $99,053-80.8% | $88,179-78.4% | $138,895-86.3% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.1%+12.7pp | 79.9%+1.9pp |
| Annual return | 28.48% | 78.17%-49.7pp | 64.97%-36.5pp | 145.39%-116.9pp |
| Employer contribution / active EE | $3,010 | $2,882+4.4% | $2,549+18.1% | $4,194-28.2% |
| Participant deferral / active EE | $5,005 | $5,225-4.2% | $4,614+8.5% | $6,396-21.7% |
| Admin fee / account holder | $456 | $8,748-94.8% | $7,673-94.1% | $12,562-96.4% |