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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 | $124,980-87.9% | $108,359-86.1% | $154,746-90.3% |
| Participation rate | 94.1% | 75.2%+18.9pp | 70.1%+24.0pp | 80.7%+13.4pp |
| Annual return | 19.85% | 45.00%-25.1pp | 36.89%-17.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,757 | $2,851-3.3% | $2,399+14.9% | $4,379-37.0% |
| Participant deferral / active EE | $6,478 | $4,743+36.6% | $4,137+56.6% | $6,730-3.8% |
| Admin fee / account holder | $1,369 | $11,502-88.1% | $9,741-85.9% | $14,365-90.5% |