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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 | $53,167 | $161,352-67.0% | $134,172-60.4% | $137,256-61.3% |
| Participation rate | 86.7% | 78.3%+8.4pp | 72.5%+14.2pp | 80.0%+6.7pp |
| Annual return | 17.66% | 28.72%-11.1pp | 25.30%-7.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,659 | $4,099-59.5% | $3,420-51.5% | $4,156-60.1% |
| Participant deferral / active EE | $6,330 | $5,552+14.0% | $4,690+35.0% | $6,407-1.2% |
| Admin fee / account holder | $329 | $15,028-97.8% | $12,016-97.3% | $12,270-97.3% |