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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 | $124,980-87.4% | $108,359-85.4% | $154,746-89.8% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 29.02% | 45.00%-16.0pp | 36.89%-7.9pp | 172.34%-143.3pp |
| Employer contribution / active EE | $1,976 | $2,851-30.7% | $2,399-17.6% | $4,379-54.9% |
| Participant deferral / active EE | $4,683 | $4,743-1.3% | $4,137+13.2% | $6,730-30.4% |
| Admin fee / account holder | $807 | $11,502-93.0% | $9,741-91.7% | $14,365-94.4% |