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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 | $13,486 | $94,439-85.7% | $73,658-81.7% | $154,746-91.3% |
| Participation rate | 83.3% | 64.7%+18.7pp | 57.0%+26.3pp | 80.7%+2.6pp |
| Annual return | 14.33% | 28.25%-13.9pp | 29.72%-15.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,103 | $1,257-12.3% | $1,032+6.8% | $4,379-74.8% |
| Participant deferral / active EE | $3,791 | $2,527+50.0% | $2,062+83.8% | $6,730-43.7% |
| Admin fee / account holder | $3,147 | $3,843-18.1% | $3,357-6.2% | $14,365-78.1% |