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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 | $88,996-76.1% | $78,004-72.7% | $138,895-84.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.4%+10.6pp | 79.9%+0.1pp |
| Annual return | 17.15% | 28.03%-10.9pp | 31.07%-13.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,253 | $2,917-57.0% | $2,469-49.2% | $4,194-70.1% |
| Participant deferral / active EE | $3,688 | $4,724-21.9% | $4,092-9.9% | $6,396-42.3% |
| Admin fee / account holder | $1,241 | $8,807-85.9% | $7,578-83.6% | $12,562-90.1% |