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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 | $21,909 | $112,729-80.6% | $98,716-77.8% | $137,256-84.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 15.03% | 38.48%-23.4pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,920 | $2,725+43.8% | $2,279+72.0% | $4,156-5.7% |
| Participant deferral / active EE | $12,189 | $4,640+162.7% | $4,048+201.1% | $6,407+90.3% |
| Admin fee / account holder | $1,552 | $10,129-84.7% | $8,703-82.2% | $12,270-87.4% |