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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 | $12,580 | $107,733-88.3% | $92,985-86.5% | $154,746-91.9% |
| Participation rate | 83.3% | 74.6%+8.8pp | 69.5%+13.8pp | 80.7%+2.6pp |
| Annual return | 19.06% | 30.39%-11.3pp | 27.99%-8.9pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,347 | $3,126-56.9% | $2,662-49.4% | $4,379-69.2% |
| Participant deferral / active EE | $5,315 | $5,053+5.2% | $4,377+21.4% | $6,730-21.0% |
| Admin fee / account holder | $913 | $11,369-92.0% | $9,463-90.4% | $14,365-93.6% |