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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 | $19,793 | $132,634-85.1% | $115,768-82.9% | $137,256-85.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.4%+7.4pp | 80.0%+1.9pp |
| Annual return | 21.35% | 160.70%-139.3pp | 100.46%-79.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,361 | $3,360-29.7% | $2,940-19.7% | $4,156-43.2% |
| Participant deferral / active EE | $4,996 | $5,619-11.1% | $4,917+1.6% | $6,407-22.0% |
| Admin fee / account holder | $1,111 | $15,028-92.6% | $12,439-91.1% | $12,270-90.9% |