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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 | $21,294 | $107,733-80.2% | $92,985-77.1% | $154,746-86.2% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 17.15% | 30.39%-13.2pp | 27.99%-10.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,253 | $3,126-59.9% | $2,662-52.9% | $4,379-71.4% |
| Participant deferral / active EE | $3,688 | $5,053-27.0% | $4,377-15.7% | $6,730-45.2% |
| Admin fee / account holder | $1,241 | $11,369-89.1% | $9,463-86.9% | $14,365-91.4% |