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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 | $20,456 | $70,366-70.9% | $66,674-69.3% | $138,895-85.3% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 19.76% | 386.41%-366.6pp | 321.24%-301.5pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,327 | $2,765-15.8% | $2,620-11.2% | $4,194-44.5% |
| Participant deferral / active EE | $3,178 | $4,374-27.3% | $4,084-22.2% | $6,396-50.3% |
| Admin fee / account holder | $5,121 | $5,262-2.7% | $5,098+0.4% | $12,562-59.2% |