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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 | $124,980-84.9% | $108,359-82.6% | $154,746-87.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 70.1%+21.5pp | 80.7%+11.0pp |
| Annual return | 16.72% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,413 | $2,851+19.7% | $2,399+42.2% | $4,379-22.1% |
| Participant deferral / active EE | $3,254 | $4,743-31.4% | $4,137-21.3% | $6,730-51.6% |
| Admin fee / account holder | $1,459 | $11,502-87.3% | $9,741-85.0% | $14,365-89.8% |