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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 | $15,581 | $107,733-85.5% | $92,985-83.2% | $154,746-89.9% |
| Participation rate | 95.5% | 74.6%+20.9pp | 69.5%+26.0pp | 80.7%+14.8pp |
| Annual return | 12.97% | 30.39%-17.4pp | 27.99%-15.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,441 | $3,126-53.9% | $2,662-45.9% | $4,379-67.1% |
| Participant deferral / active EE | $3,208 | $5,053-36.5% | $4,377-26.7% | $6,730-52.3% |
| Admin fee / account holder | $1,042 | $11,369-90.8% | $9,463-89.0% | $14,365-92.7% |