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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 | $13,388 | $87,166-84.6% | $76,735-82.6% | $137,256-90.2% |
| Participation rate | 86.4% | 74.4%+12.0pp | 69.5%+16.9pp | 80.0%+6.4pp |
| Annual return | 18.94% | 26.50%-7.6pp | 29.77%-10.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,621 | $2,904-9.8% | $2,454+6.8% | $4,156-36.9% |
| Participant deferral / active EE | $2,966 | $4,726-37.2% | $4,088-27.4% | $6,407-53.7% |
| Admin fee / account holder | $2,235 | $8,403-73.4% | $7,189-68.9% | $12,270-81.8% |