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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 | $115,225-83.7% | $100,712-81.3% | $138,895-86.4% |
| Participation rate | 91.7% | 74.3%+17.3pp | 69.3%+22.4pp | 79.9%+11.7pp |
| Annual return | 16.72% | 40.35%-23.6pp | 33.27%-16.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,413 | $2,771+23.2% | $2,313+47.6% | $4,194-18.6% |
| Participant deferral / active EE | $3,254 | $4,699-30.7% | $4,085-20.3% | $6,396-49.1% |
| Admin fee / account holder | $1,459 | $10,844-86.5% | $9,256-84.2% | $12,562-88.4% |