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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 | $87,166-82.1% | $76,735-79.7% | $137,256-88.6% |
| Participation rate | 95.5% | 74.4%+21.1pp | 69.5%+26.0pp | 80.0%+15.5pp |
| Annual return | 12.97% | 26.50%-13.5pp | 29.77%-16.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,441 | $2,904-50.4% | $2,454-41.3% | $4,156-65.3% |
| Participant deferral / active EE | $3,208 | $4,726-32.1% | $4,088-21.5% | $6,407-49.9% |
| Admin fee / account holder | $1,042 | $8,403-87.6% | $7,189-85.5% | $12,270-91.5% |