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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 | $11,749 | $87,166-86.5% | $76,735-84.7% | $137,256-91.4% |
| Participation rate | 86.4% | 74.4%+12.0pp | 69.5%+16.9pp | 80.0%+6.4pp |
| Annual return | 17.86% | 26.50%-8.6pp | 29.77%-11.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,028 | $2,904+4.3% | $2,454+23.4% | $4,156-27.1% |
| Participant deferral / active EE | $1,886 | $4,726-60.1% | $4,088-53.9% | $6,407-70.6% |
| Admin fee / account holder | $2,269 | $8,403-73.0% | $7,189-68.4% | $12,270-81.5% |