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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 | $87,166-85.6% | $76,735-83.6% | $137,256-90.8% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 19.06% | 26.50%-7.4pp | 29.77%-10.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,347 | $2,904-53.6% | $2,454-45.1% | $4,156-67.6% |
| Participant deferral / active EE | $5,315 | $4,726+12.5% | $4,088+30.0% | $6,407-17.0% |
| Admin fee / account holder | $913 | $8,403-89.1% | $7,189-87.3% | $12,270-92.6% |