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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 | $19,940 | $90,486-78.0% | $78,676-74.7% | $273,972-92.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 8.59% | 75.62%-67.0pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $683 | $3,175-78.5% | $2,850-76.0% | $4,869-86.0% |
| Participant deferral / active EE | $4,447 | $3,901+14.0% | $3,517+26.5% | $5,287-15.9% |
| Admin fee / account holder | $868 | $5,263-83.5% | $4,510-80.7% | $10,133-91.4% |