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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 | $24,750 | $107,809-77.0% | $97,032-74.5% | $155,188-84.1% |
| Participation rate | 94.7% | 75.5%+19.3pp | 71.6%+23.2pp | 80.8%+13.9pp |
| Annual return | 16.42% | 38.06%-21.6pp | 35.38%-19.0pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,055 | $2,911+4.9% | $2,629+16.2% | $4,248-28.1% |
| Participant deferral / active EE | $3,854 | $5,129-24.9% | $4,672-17.5% | $6,531-41.0% |
| Admin fee / account holder | $2,726 | $10,717-74.6% | $9,418-71.1% | $14,480-81.2% |