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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 | $4,951 | $94,439-94.8% | $73,658-93.3% | $154,746-96.8% |
| Participation rate | 81.8% | 64.7%+17.2pp | 57.0%+24.8pp | 80.7%+1.1pp |
| Annual return | 22.45% | 28.25%-5.8pp | 29.72%-7.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,316 | $1,257+4.6% | $1,032+27.5% | $4,379-70.0% |
| Participant deferral / active EE | $3,941 | $2,527+56.0% | $2,062+91.1% | $6,730-41.4% |
| Admin fee / account holder | $1,459 | $3,843-62.0% | $3,357-56.5% | $14,365-89.8% |