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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 | $20,524 | $110,212-81.4% | $96,534-78.7% | $139,466-85.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 19.36% | 26.42%-7.1pp | 25.88%-6.5pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,847 | $3,620-49.0% | $2,965-37.7% | $4,754-61.2% |
| Participant deferral / active EE | $6,361 | $5,547+14.7% | $4,851+31.1% | $6,712-5.2% |
| Admin fee / account holder | $1,998 | $11,599-82.8% | $8,253-75.8% | $11,409-82.5% |