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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 | $18,674 | $124,330-85.0% | $109,173-82.9% | $167,536-88.9% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 14.15% | 26.04%-11.9pp | 25.75%-11.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $1,927 | $4,209-54.2% | $3,723-48.2% | $4,839-60.2% |
| Participant deferral / active EE | $2,951 | $5,256-43.9% | $4,654-36.6% | $6,342-53.5% |
| Admin fee / account holder | $555 | $7,974-93.0% | $6,755-91.8% | $12,315-95.5% |