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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 | $12,612 | $57,541-78.1% | $95,759-86.8% | $75,177-83.2% |
| Participation rate | 90.3% | 62.5%+27.8pp | 72.3%+18.1pp | 67.2%+23.1pp |
| Annual return | 20.01% | 34.93%-14.9pp | 28.42%-8.4pp | 160.75%-140.7pp |
| Employer contribution / active EE | $1,678 | $1,808-7.2% | $2,836-40.8% | $2,671-37.2% |
| Participant deferral / active EE | $5,625 | $3,074+83.0% | $4,244+32.6% | $4,126+36.3% |
| Admin fee / account holder | $548 | $4,099-86.6% | $5,678-90.4% | $5,651-90.3% |