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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 | $14,538 | $107,666-86.5% | $102,184-85.8% | $154,746-90.6% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.6%+9.1pp | 80.7%+11.0pp |
| Annual return | 20.82% | 29.33%-8.5pp | 31.58%-10.8pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,563 | $3,846-33.4% | $3,594-28.7% | $4,379-41.5% |
| Participant deferral / active EE | $4,842 | $8,719-44.5% | $8,309-41.7% | $6,730-28.1% |
| Admin fee / account holder | $4,443 | $12,943-65.7% | $11,609-61.7% | $14,365-69.1% |