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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 | $15,077 | $123,155-87.8% | $108,753-86.1% | $155,188-90.3% |
| Participation rate | 94.1% | 75.6%+18.5pp | 71.1%+23.0pp | 80.8%+13.3pp |
| Annual return | 19.85% | 44.73%-24.9pp | 37.47%-17.6pp | 148.84%-129.0pp |
| Employer contribution / active EE | $2,757 | $2,811-1.9% | $2,427+13.6% | $4,248-35.1% |
| Participant deferral / active EE | $6,478 | $4,623+40.1% | $4,115+57.4% | $6,531-0.8% |
| Admin fee / account holder | $1,369 | $12,126-88.7% | $10,320-86.7% | $14,480-90.5% |