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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 | $11,023 | $111,535-90.1% | $105,223-89.5% | $137,256-92.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 14.98% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,993 | $3,939-49.4% | $3,689-46.0% | $4,156-52.0% |
| Participant deferral / active EE | $5,478 | $5,500-0.4% | $5,072+8.0% | $6,407-14.5% |
| Admin fee / account holder | $16,811 | $9,721+72.9% | $8,859+89.8% | $12,270+37.0% |