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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 | $19,732 | $185,312-89.4% | $161,489-87.8% | $154,746-87.2% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 12.29% | 103.84%-91.6pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,816 | $4,769-61.9% | $4,268-57.4% | $4,379-58.5% |
| Participant deferral / active EE | $2,210 | $6,350-65.2% | $5,630-60.7% | $6,730-67.2% |
| Admin fee / account holder | $3,215 | $18,654-82.8% | $16,006-79.9% | $14,365-77.6% |