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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 | $16,190 | $112,729-85.6% | $98,716-83.6% | $137,256-88.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 27.50% | 38.48%-11.0pp | 31.81%-4.3pp | 220.34%-192.8pp |
| Employer contribution / active EE | $3,254 | $2,725+19.4% | $2,279+42.8% | $4,156-21.7% |
| Participant deferral / active EE | $6,801 | $4,640+46.6% | $4,048+68.0% | $6,407+6.2% |
| Admin fee / account holder | $1,603 | $10,129-84.2% | $8,703-81.6% | $12,270-86.9% |