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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 | $16,031 | $97,125-83.5% | $86,233-81.4% | $137,256-88.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 23.76% | 74.19%-50.4pp | 61.39%-37.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,056 | $2,841-27.6% | $2,504-17.9% | $4,156-50.5% |
| Participant deferral / active EE | $4,506 | $5,180-13.0% | $4,559-1.2% | $6,407-29.7% |
| Admin fee / account holder | $2,907 | $9,725-70.1% | $8,342-65.1% | $12,270-76.3% |