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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 | $7,824 | $114,013-93.1% | $103,693-92.5% | $155,188-95.0% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.2pp | 80.8%+12.1pp |
| Annual return | 16.44% | 49.31%-32.9pp | 47.61%-31.2pp | 148.84%-132.4pp |
| Employer contribution / active EE | $2,163 | $3,131-30.9% | $2,920-25.9% | $4,248-49.1% |
| Participant deferral / active EE | $5,509 | $4,970+10.8% | $4,579+20.3% | $6,531-15.7% |
| Admin fee / account holder | $4,698 | $8,407-44.1% | $7,858-40.2% | $14,480-67.6% |