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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 | $19,415 | $81,331-76.1% | $155,534-87.5% | $80,935-76.0% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 12.43% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $3,532 | $3,105+13.8% | $4,675-24.4% | $2,757+28.1% |
| Participant deferral / active EE | $2,879 | $3,454-16.7% | $5,630-48.9% | $4,299-33.0% |
| Admin fee / account holder | $373 | $7,999-95.3% | $15,900-97.7% | $6,924-94.6% |