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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 | $9,679 | $94,439-89.8% | $73,658-86.9% | $154,746-93.7% |
| Participation rate | 91.7% | 64.7%+27.0pp | 57.0%+34.6pp | 80.7%+11.0pp |
| Annual return | 24.94% | 28.25%-3.3pp | 29.72%-4.8pp | 172.34%-147.4pp |
| Employer contribution / active EE | $1,374 | $1,257+9.3% | $1,032+33.1% | $4,379-68.6% |
| Participant deferral / active EE | $2,659 | $2,527+5.2% | $2,062+28.9% | $6,730-60.5% |
| Admin fee / account holder | $1,294 | $3,843-66.3% | $3,357-61.4% | $14,365-91.0% |