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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 | $5,925 | $87,166-93.2% | $76,735-92.3% | $137,256-95.7% |
| Participation rate | 82.4% | 74.4%+8.0pp | 69.5%+12.9pp | 80.0%+2.4pp |
| Annual return | 23.54% | 26.50%-3.0pp | 29.77%-6.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,187 | $2,904-59.1% | $2,454-51.7% | $4,156-71.4% |
| Participant deferral / active EE | $1,828 | $4,726-61.3% | $4,088-55.3% | $6,407-71.5% |
| Admin fee / account holder | $557 | $8,403-93.4% | $7,189-92.3% | $12,270-95.5% |