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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 | $5,715 | $104,650-94.5% | $83,854-93.2% | $155,188-96.3% |
| Participation rate | 95.2% | 65.1%+30.2pp | 59.1%+36.1pp | 80.8%+14.4pp |
| Annual return | 18.10% | 28.97%-10.9pp | 31.39%-13.3pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,146 | $1,196-4.2% | $1,017+12.7% | $4,248-73.0% |
| Participant deferral / active EE | $2,512 | $2,367+6.1% | $2,035+23.4% | $6,531-61.5% |
| Admin fee / account holder | $1,305 | $3,518-62.9% | $3,197-59.2% | $14,480-91.0% |