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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 | $6,487 | $94,439-93.1% | $73,658-91.2% | $154,746-95.8% |
| Participation rate | 93.8% | 64.7%+29.1pp | 57.0%+36.7pp | 80.7%+13.0pp |
| Annual return | 21.74% | 28.25%-6.5pp | 29.72%-8.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,284 | $1,257+2.2% | $1,032+24.4% | $4,379-70.7% |
| Participant deferral / active EE | $1,517 | $2,527-40.0% | $2,062-26.4% | $6,730-77.5% |
| Admin fee / account holder | $583 | $3,843-84.8% | $3,357-82.6% | $14,365-95.9% |