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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 | $17,338 | $88,996-80.5% | $78,004-77.8% | $138,895-87.5% |
| Participation rate | 93.8% | 74.4%+19.4pp | 69.4%+24.3pp | 79.9%+13.8pp |
| Annual return | 22.22% | 28.03%-5.8pp | 31.07%-8.8pp | 145.39%-123.2pp |
| Employer contribution / active EE | $1,971 | $2,917-32.4% | $2,469-20.2% | $4,194-53.0% |
| Participant deferral / active EE | $4,207 | $4,724-10.9% | $4,092+2.8% | $6,396-34.2% |
| Admin fee / account holder | $926 | $8,807-89.5% | $7,578-87.8% | $12,562-92.6% |