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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 | $15,775 | $112,729-86.0% | $98,716-84.0% | $137,256-88.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 29.02% | 38.48%-9.5pp | 31.81%-2.8pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,976 | $2,725-27.5% | $2,279-13.3% | $4,156-52.5% |
| Participant deferral / active EE | $4,683 | $4,640+0.9% | $4,048+15.7% | $6,407-26.9% |
| Admin fee / account holder | $807 | $10,129-92.0% | $8,703-90.7% | $12,270-93.4% |