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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 | $11,902 | $94,439-87.4% | $73,658-83.8% | $154,746-92.3% |
| Participation rate | 92.9% | 64.7%+28.2pp | 57.0%+35.8pp | 80.7%+12.2pp |
| Annual return | 16.70% | 28.25%-11.6pp | 29.72%-13.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,043 | $1,257-17.0% | $1,032+1.0% | $4,379-76.2% |
| Participant deferral / active EE | $2,448 | $2,527-3.1% | $2,062+18.7% | $6,730-63.6% |
| Admin fee / account holder | $2,934 | $3,843-23.7% | $3,357-12.6% | $14,365-79.6% |