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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 | $16,647 | $90,486-81.6% | $78,676-78.8% | $273,972-93.9% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 10.86% | 75.62%-64.8pp | 62.19%-51.3pp | 41.46%-30.6pp |
| Employer contribution / active EE | $3,199 | $3,175+0.8% | $2,850+12.2% | $4,869-34.3% |
| Participant deferral / active EE | $6,825 | $3,901+74.9% | $3,517+94.1% | $5,287+29.1% |
| Admin fee / account holder | $616 | $5,263-88.3% | $4,510-86.3% | $10,133-93.9% |