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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 | $123,155-87.2% | $108,753-85.5% | $155,188-89.8% |
| Participation rate | 88.9% | 75.6%+13.3pp | 71.1%+17.8pp | 80.8%+8.1pp |
| Annual return | 29.02% | 44.73%-15.7pp | 37.47%-8.5pp | 148.84%-119.8pp |
| Employer contribution / active EE | $1,976 | $2,811-29.7% | $2,427-18.6% | $4,248-53.5% |
| Participant deferral / active EE | $4,683 | $4,623+1.3% | $4,115+13.8% | $6,531-28.3% |
| Admin fee / account holder | $807 | $12,126-93.3% | $10,320-92.2% | $14,480-94.4% |