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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 | $107,733-89.1% | $92,985-87.4% | $154,746-92.4% |
| Participation rate | 86.4% | 74.6%+11.8pp | 69.5%+16.9pp | 80.7%+5.7pp |
| Annual return | 17.86% | 30.39%-12.5pp | 27.99%-10.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,028 | $3,126-3.2% | $2,662+13.7% | $4,379-30.9% |
| Participant deferral / active EE | $1,886 | $5,053-62.7% | $4,377-56.9% | $6,730-72.0% |
| Admin fee / account holder | $2,269 | $11,369-80.0% | $9,463-76.0% | $14,365-84.2% |