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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 | $19,593 | $97,125-79.8% | $86,233-77.3% | $137,256-85.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 24.55% | 74.19%-49.6pp | 61.39%-36.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,716 | $2,841-39.6% | $2,504-31.5% | $4,156-58.7% |
| Participant deferral / active EE | $5,172 | $5,180-0.2% | $4,559+13.4% | $6,407-19.3% |
| Admin fee / account holder | $863 | $9,725-91.1% | $8,342-89.7% | $12,270-93.0% |