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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 | $18,959 | $90,486-79.0% | $78,676-75.9% | $273,972-93.1% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 13.83% | 75.62%-61.8pp | 62.19%-48.4pp | 41.46%-27.6pp |
| Employer contribution / active EE | $3,169 | $3,175-0.2% | $2,850+11.2% | $4,869-34.9% |
| Participant deferral / active EE | $8,304 | $3,901+112.9% | $3,517+136.1% | $5,287+57.1% |
| Admin fee / account holder | $4,069 | $5,263-22.7% | $4,510-9.8% | $10,133-59.8% |