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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 | $107,733-87.6% | $92,985-85.6% | $154,746-91.3% |
| Participation rate | 86.4% | 74.6%+11.8pp | 69.5%+16.9pp | 80.7%+5.7pp |
| Annual return | 18.94% | 30.39%-11.5pp | 27.99%-9.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,621 | $3,126-16.2% | $2,662-1.6% | $4,379-40.2% |
| Participant deferral / active EE | $2,966 | $5,053-41.3% | $4,377-32.2% | $6,730-55.9% |
| Admin fee / account holder | $2,235 | $11,369-80.3% | $9,463-76.4% | $14,365-84.4% |