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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 | $104,650-85.1% | $83,854-81.4% | $155,188-90.0% |
| Participation rate | 90.9% | 65.1%+25.8pp | 59.1%+31.8pp | 80.8%+10.1pp |
| Annual return | 16.50% | 28.97%-12.5pp | 31.39%-14.9pp | 148.84%-132.3pp |
| Employer contribution / active EE | $3,092 | $1,196+158.4% | $1,017+203.9% | $4,248-27.2% |
| Participant deferral / active EE | $5,116 | $2,367+116.1% | $2,035+151.4% | $6,531-21.7% |
| Admin fee / account holder | $439 | $3,518-87.5% | $3,197-86.3% | $14,480-97.0% |