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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 | $25,124 | $136,860-81.6% | $120,344-79.1% | $154,746-83.8% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 92.90% | 21.38%+71.5pp | 20.30%+72.6pp | 172.34%-79.4pp |
| Employer contribution / active EE | $2,797 | $3,533-20.8% | $3,020-7.4% | $4,379-36.1% |
| Participant deferral / active EE | $5,298 | $5,793-8.5% | $5,135+3.2% | $6,730-21.3% |
| Admin fee / account holder | $2,822 | $15,393-81.7% | $12,742-77.9% | $14,365-80.4% |