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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 | $19,022 | $107,809-82.4% | $97,032-80.4% | $155,188-87.7% |
| Participation rate | 81.8% | 75.5%+6.3pp | 71.6%+10.3pp | 80.8%+1.0pp |
| Annual return | 28.48% | 38.06%-9.6pp | 35.38%-6.9pp | 148.84%-120.4pp |
| Employer contribution / active EE | $3,010 | $2,911+3.4% | $2,629+14.5% | $4,248-29.1% |
| Participant deferral / active EE | $5,005 | $5,129-2.4% | $4,672+7.1% | $6,531-23.4% |
| Admin fee / account holder | $456 | $10,717-95.7% | $9,418-95.2% | $14,480-96.8% |