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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 | $16,292 | $90,486-82.0% | $78,676-79.3% | $273,972-94.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 5.72% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,854 | $3,175-41.6% | $2,850-34.9% | $4,869-61.9% |
| Participant deferral / active EE | $3,051 | $3,901-21.8% | $3,517-13.2% | $5,287-42.3% |
| Admin fee / account holder | $566 | $5,263-89.2% | $4,510-87.4% | $10,133-94.4% |