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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 | $26,019 | $107,809-75.9% | $97,032-73.2% | $155,188-83.2% |
| Participation rate | 93.8% | 75.5%+18.3pp | 71.6%+22.2pp | 80.8%+12.9pp |
| Annual return | 16.45% | 38.06%-21.6pp | 35.38%-18.9pp | 148.84%-132.4pp |
| Employer contribution / active EE | $2,979 | $2,911+2.3% | $2,629+13.3% | $4,248-29.9% |
| Participant deferral / active EE | $1,261 | $5,129-75.4% | $4,672-73.0% | $6,531-80.7% |
| Admin fee / account holder | $680 | $10,717-93.7% | $9,418-92.8% | $14,480-95.3% |