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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 | $11,083 | $112,729-90.2% | $98,716-88.8% | $137,256-91.9% |
| Participation rate | 78.3% | 74.2%+4.0pp | 69.3%+9.0pp | 80.0%-1.7pp |
| Annual return | 23.14% | 38.48%-15.3pp | 31.81%-8.7pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,071 | $2,725-24.0% | $2,279-9.1% | $4,156-50.2% |
| Participant deferral / active EE | $2,957 | $4,640-36.3% | $4,048-26.9% | $6,407-53.8% |
| Admin fee / account holder | $785 | $10,129-92.2% | $8,703-91.0% | $12,270-93.6% |