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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 | $15,275 | $110,337-86.2% | $102,383-85.1% | $145,877-89.5% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.70% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,567 | $4,216-39.1% | $3,870-33.7% | $4,663-44.9% |
| Participant deferral / active EE | $5,330 | $5,621-5.2% | $5,060+5.3% | $6,691-20.3% |
| Admin fee / account holder | $1,002 | $9,750-89.7% | $8,391-88.1% | $13,402-92.5% |