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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 | $12,122 | $99,053-87.8% | $88,179-86.3% | $138,895-91.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.1%+21.8pp | 79.9%+11.0pp |
| Annual return | 27.67% | 78.17%-50.5pp | 64.97%-37.3pp | 145.39%-117.7pp |
| Employer contribution / active EE | $2,628 | $2,882-8.8% | $2,549+3.1% | $4,194-37.3% |
| Participant deferral / active EE | $3,867 | $5,225-26.0% | $4,614-16.2% | $6,396-39.5% |
| Admin fee / account holder | $1,720 | $8,748-80.3% | $7,673-77.6% | $12,562-86.3% |