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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 | $124,980-82.5% | $108,359-79.8% | $154,746-85.8% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 15.03% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,920 | $2,851+37.5% | $2,399+63.4% | $4,379-10.5% |
| Participant deferral / active EE | $12,189 | $4,743+157.0% | $4,137+194.6% | $6,730+81.1% |
| Admin fee / account holder | $1,552 | $11,502-86.5% | $9,741-84.1% | $14,365-89.2% |