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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 | $16,448 | $97,125-83.1% | $86,233-80.9% | $137,256-88.0% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 22.18% | 74.19%-52.0pp | 61.39%-39.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,316 | $2,841+16.7% | $2,504+32.4% | $4,156-20.2% |
| Participant deferral / active EE | $6,607 | $5,180+27.6% | $4,559+44.9% | $6,407+3.1% |
| Admin fee / account holder | $572 | $9,725-94.1% | $8,342-93.1% | $12,270-95.3% |