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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 | $124,980-84.5% | $108,359-82.1% | $154,746-87.5% |
| Participation rate | 90.9% | 75.2%+15.7pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 20.16% | 45.00%-24.8pp | 36.89%-16.7pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,426 | $2,851-50.0% | $2,399-40.6% | $4,379-67.4% |
| Participant deferral / active EE | $4,344 | $4,743-8.4% | $4,137+5.0% | $6,730-35.5% |
| Admin fee / account holder | $772 | $11,502-93.3% | $9,741-92.1% | $14,365-94.6% |