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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 | $22,667 | $181,062-87.5% | $158,223-85.7% | $155,188-85.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 25.20% | 57.39%-32.2pp | 52.09%-26.9pp | 148.84%-123.6pp |
| Employer contribution / active EE | $1,724 | $4,565-62.2% | $4,109-58.0% | $4,248-59.4% |
| Participant deferral / active EE | $4,873 | $6,134-20.6% | $5,467-10.9% | $6,531-25.4% |
| Admin fee / account holder | $1,413 | $18,825-92.5% | $16,047-91.2% | $14,480-90.2% |