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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 | $4,992 | $94,439-94.7% | $73,658-93.2% | $154,746-96.8% |
| Participation rate | 85.7% | 64.7%+21.0pp | 57.0%+28.7pp | 80.7%+5.0pp |
| Annual return | 22.42% | 28.25%-5.8pp | 29.72%-7.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,293 | $1,257+2.8% | $1,032+25.2% | $4,379-70.5% |
| Participant deferral / active EE | $1,615 | $2,527-36.1% | $2,062-21.7% | $6,730-76.0% |
| Admin fee / account holder | $709 | $3,843-81.6% | $3,357-78.9% | $14,365-95.1% |