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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 | $14,279 | $114,119-87.5% | $107,187-86.7% | $138,895-89.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 18.62% | 273.21%-254.6pp | 204.55%-185.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,960 | $4,059-27.1% | $3,782-21.7% | $4,194-29.4% |
| Participant deferral / active EE | $4,961 | $5,538-10.4% | $5,096-2.7% | $6,396-22.4% |
| Admin fee / account holder | $3,603 | $10,024-64.1% | $9,162-60.7% | $12,562-71.3% |