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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 | $15,785 | $172,111-90.8% | $150,298-89.5% | $137,256-88.5% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 13.04% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,983 | $4,636-57.2% | $4,154-52.3% | $4,156-52.3% |
| Participant deferral / active EE | $4,834 | $6,166-21.6% | $5,453-11.4% | $6,407-24.6% |
| Admin fee / account holder | $986 | $16,471-94.0% | $14,116-93.0% | $12,270-92.0% |