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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 | $123,155-84.3% | $108,753-82.2% | $155,188-87.5% |
| Participation rate | 90.9% | 75.6%+15.3pp | 71.1%+19.8pp | 80.8%+10.1pp |
| Annual return | 20.16% | 44.73%-24.6pp | 37.47%-17.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,426 | $2,811-49.3% | $2,427-41.2% | $4,248-66.4% |
| Participant deferral / active EE | $4,344 | $4,623-6.0% | $4,115+5.6% | $6,531-33.5% |
| Admin fee / account holder | $772 | $12,126-93.6% | $10,320-92.5% | $14,480-94.7% |