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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 | $19,350 | $112,729-82.8% | $98,716-80.4% | $137,256-85.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 15.64% | 38.48%-22.8pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,915 | $2,725-29.7% | $2,279-16.0% | $4,156-53.9% |
| Participant deferral / active EE | $8,131 | $4,640+75.2% | $4,048+100.9% | $6,407+26.9% |
| Admin fee / account holder | $1,150 | $10,129-88.6% | $8,703-86.8% | $12,270-90.6% |