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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 | $30,053 | $209,336-85.6% | $197,124-84.8% | $137,256-78.1% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 12.68% | 48.09%-35.4pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,716 | $6,591-43.6% | $6,227-40.3% | $4,156-10.6% |
| Participant deferral / active EE | $7,724 | $9,614-19.7% | $9,135-15.4% | $6,407+20.6% |
| Admin fee / account holder | $16,558 | $17,308-4.3% | $16,298+1.6% | $12,270+34.9% |