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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 | $25,868 | $126,661-79.6% | $113,397-77.2% | $138,895-81.4% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.5%+19.3pp | 79.9%+15.9pp |
| Annual return | 15.22% | 25.05%-9.8pp | 23.20%-8.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,026 | $3,456-12.4% | $2,977+1.6% | $4,194-27.9% |
| Participant deferral / active EE | $3,472 | $5,693-39.0% | $5,076-31.6% | $6,396-45.7% |
| Admin fee / account holder | $859 | $14,549-94.1% | $11,957-92.8% | $12,562-93.2% |