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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 | $21,395 | $110,337-80.6% | $102,383-79.1% | $145,877-85.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 18.72% | 24.83%-6.1pp | 24.94%-6.2pp | 551.28%-532.6pp |
| Employer contribution / active EE | $2,038 | $4,216-51.7% | $3,870-47.3% | $4,663-56.3% |
| Participant deferral / active EE | $5,329 | $5,621-5.2% | $5,060+5.3% | $6,691-20.4% |
| Admin fee / account holder | $6,296 | $9,750-35.4% | $8,391-25.0% | $13,402-53.0% |