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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 | $10,853 | $107,809-89.9% | $97,032-88.8% | $155,188-93.0% |
| Participation rate | 88.2% | 75.5%+12.8pp | 71.6%+16.7pp | 80.8%+7.4pp |
| Annual return | 24.06% | 38.06%-14.0pp | 35.38%-11.3pp | 148.84%-124.8pp |
| Employer contribution / active EE | $2,073 | $2,911-28.8% | $2,629-21.2% | $4,248-51.2% |
| Participant deferral / active EE | $2,959 | $5,129-42.3% | $4,672-36.7% | $6,531-54.7% |
| Admin fee / account holder | $1,456 | $10,717-86.4% | $9,418-84.5% | $14,480-89.9% |