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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 | $16,739 | $124,980-86.6% | $108,359-84.6% | $154,746-89.2% |
| Participation rate | 93.3% | 75.2%+18.2pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 18.36% | 45.00%-26.6pp | 36.89%-18.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,091 | $2,851-61.7% | $2,399-54.5% | $4,379-75.1% |
| Participant deferral / active EE | $4,515 | $4,743-4.8% | $4,137+9.1% | $6,730-32.9% |
| Admin fee / account holder | $1,487 | $11,502-87.1% | $9,741-84.7% | $14,365-89.6% |