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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 | $22,825 | $165,939-86.2% | $122,354-81.3% | $147,586-84.5% |
| Participation rate | 81.8% | 79.6%+2.2pp | 71.6%+10.2pp | 82.8%-1.0pp |
| Annual return | 18.83% | 34.56%-15.7pp | 30.28%-11.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,143 | $5,754-80.1% | $4,051-71.8% | $4,876-76.6% |
| Participant deferral / active EE | $2,617 | $4,005-34.7% | $3,287-20.4% | $5,439-51.9% |
| Admin fee / account holder | $5,732 | $7,425-22.8% | $5,479+4.6% | $10,886-47.3% |