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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 | $11,887 | $107,809-89.0% | $97,032-87.7% | $155,188-92.3% |
| Participation rate | 94.7% | 75.5%+19.3pp | 71.6%+23.2pp | 80.8%+13.9pp |
| Annual return | 24.79% | 38.06%-13.3pp | 35.38%-10.6pp | 148.84%-124.1pp |
| Employer contribution / active EE | $2,017 | $2,911-30.7% | $2,629-23.3% | $4,248-52.5% |
| Participant deferral / active EE | $3,124 | $5,129-39.1% | $4,672-33.1% | $6,531-52.2% |
| Admin fee / account holder | $524 | $10,717-95.1% | $9,418-94.4% | $14,480-96.4% |