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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 | $19,396 | $107,809-82.0% | $97,032-80.0% | $155,188-87.5% |
| Participation rate | 91.7% | 75.5%+16.2pp | 71.6%+20.1pp | 80.8%+10.9pp |
| Annual return | 19.19% | 38.06%-18.9pp | 35.38%-16.2pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,202 | $2,911+10.0% | $2,629+21.8% | $4,248-24.6% |
| Participant deferral / active EE | $7,852 | $5,129+53.1% | $4,672+68.1% | $6,531+20.2% |
| Admin fee / account holder | $1,788 | $10,717-83.3% | $9,418-81.0% | $14,480-87.6% |