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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 | $20,287 | $185,312-89.1% | $161,489-87.4% | $154,746-86.9% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 19.99% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,996 | $4,769-58.1% | $4,268-53.2% | $4,379-54.4% |
| Participant deferral / active EE | $4,873 | $6,350-23.3% | $5,630-13.4% | $6,730-27.6% |
| Admin fee / account holder | $11,528 | $18,654-38.2% | $16,006-28.0% | $14,365-19.7% |