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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 | $16,368 | $101,063-83.8% | $81,473-79.9% | $147,586-88.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 25.26% | 32.41%-7.1pp | 38.78%-13.5pp | 578.59%-553.3pp |
| Employer contribution / active EE | $1,823 | $3,206-43.1% | $2,568-29.0% | $4,876-62.6% |
| Participant deferral / active EE | $5,027 | $4,242+18.5% | $3,537+42.1% | $5,439-7.6% |
| Admin fee / account holder | $1,853 | $5,812-68.1% | $4,561-59.4% | $10,886-83.0% |