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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 | $12,242 | $60,442-79.7% | $96,754-87.3% | $87,485-86.0% |
| Participation rate | 86.2% | 58.7%+27.5pp | 70.3%+15.9pp | 68.9%+17.3pp |
| Annual return | 30.98% | 21.97%+9.0pp | 82.04%-51.1pp | 26.06%+4.9pp |
| Employer contribution / active EE | $2,179 | $1,691+28.9% | $2,679-18.7% | $2,596-16.1% |
| Participant deferral / active EE | $3,916 | $3,280+19.4% | $4,758-17.7% | $4,274-8.4% |
| Admin fee / account holder | $2,245 | $5,069-55.7% | $8,905-74.8% | $7,775-71.1% |