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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 | $15,573 | $94,439-83.5% | $73,658-78.9% | $154,746-89.9% |
| Participation rate | 90.9% | 64.7%+26.2pp | 57.0%+33.9pp | 80.7%+10.2pp |
| Annual return | 16.50% | 28.25%-11.8pp | 29.72%-13.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,092 | $1,257+145.9% | $1,032+199.5% | $4,379-29.4% |
| Participant deferral / active EE | $5,116 | $2,527+102.5% | $2,062+148.1% | $6,730-24.0% |
| Admin fee / account holder | $439 | $3,843-88.6% | $3,357-86.9% | $14,365-96.9% |