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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 | $99,053-88.3% | $88,179-86.8% | $138,895-91.6% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.1%+9.4pp | 79.9%-1.3pp |
| Annual return | 16.62% | 78.17%-61.6pp | 64.97%-48.4pp | 145.39%-128.8pp |
| Employer contribution / active EE | $691 | $2,882-76.0% | $2,549-72.9% | $4,194-83.5% |
| Participant deferral / active EE | $1,565 | $5,225-70.1% | $4,614-66.1% | $6,396-75.5% |
| Admin fee / account holder | $2,603 | $8,748-70.2% | $7,673-66.1% | $12,562-79.3% |