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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 | $14,763 | $181,062-91.8% | $158,223-90.7% | $155,188-90.5% |
| Participation rate | 95.0% | 82.7%+12.3pp | 79.2%+15.8pp | 80.8%+14.2pp |
| Annual return | 13.25% | 57.39%-44.1pp | 52.09%-38.8pp | 148.84%-135.6pp |
| Employer contribution / active EE | $2,250 | $4,565-50.7% | $4,109-45.3% | $4,248-47.0% |
| Participant deferral / active EE | $4,508 | $6,134-26.5% | $5,467-17.5% | $6,531-31.0% |
| Admin fee / account holder | $5,329 | $18,825-71.7% | $16,047-66.8% | $14,480-63.2% |