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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 | $18,822 | $112,729-83.3% | $98,716-80.9% | $137,256-86.3% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 16.72% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,413 | $2,725+25.2% | $2,279+49.8% | $4,156-17.9% |
| Participant deferral / active EE | $3,254 | $4,640-29.9% | $4,048-19.6% | $6,407-49.2% |
| Admin fee / account holder | $1,459 | $10,129-85.6% | $8,703-83.2% | $12,270-88.1% |