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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 | $11,636 | $107,809-89.2% | $97,032-88.0% | $155,188-92.5% |
| Participation rate | 78.6% | 75.5%+3.1pp | 71.6%+7.0pp | 80.8%-2.2pp |
| Annual return | 16.62% | 38.06%-21.4pp | 35.38%-18.8pp | 148.84%-132.2pp |
| Employer contribution / active EE | $691 | $2,911-76.3% | $2,629-73.7% | $4,248-83.7% |
| Participant deferral / active EE | $1,565 | $5,129-69.5% | $4,672-66.5% | $6,531-76.0% |
| Admin fee / account holder | $2,603 | $10,717-75.7% | $9,418-72.4% | $14,480-82.0% |