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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 | $19,391 | $112,729-82.8% | $98,716-80.4% | $137,256-85.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 20.16% | 38.48%-18.3pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,426 | $2,725-47.7% | $2,279-37.4% | $4,156-65.7% |
| Participant deferral / active EE | $4,344 | $4,640-6.4% | $4,048+7.3% | $6,407-32.2% |
| Admin fee / account holder | $772 | $10,129-92.4% | $8,703-91.1% | $12,270-93.7% |