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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 | $13,959 | $101,618-86.3% | $93,063-85.0% | $137,256-89.8% |
| Participation rate | 92.3% | 74.9%+17.4pp | 72.1%+20.2pp | 80.0%+12.3pp |
| Annual return | 22.36% | 223.95%-201.6pp | 34.15%-11.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,746 | $2,707-35.5% | $2,476-29.5% | $4,156-58.0% |
| Participant deferral / active EE | $4,455 | $4,279+4.1% | $3,958+12.5% | $6,407-30.5% |
| Admin fee / account holder | $543 | $6,198-91.2% | $6,033-91.0% | $12,270-95.6% |