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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 | $16,218 | $97,125-83.3% | $86,233-81.2% | $137,256-88.2% |
| Participation rate | 81.0% | 74.2%+6.8pp | 69.0%+11.9pp | 80.0%+1.0pp |
| Annual return | 20.62% | 74.19%-53.6pp | 61.39%-40.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,857 | $2,841-34.6% | $2,504-25.8% | $4,156-55.3% |
| Participant deferral / active EE | $3,568 | $5,180-31.1% | $4,559-21.7% | $6,407-44.3% |
| Admin fee / account holder | $777 | $9,725-92.0% | $8,342-90.7% | $12,270-93.7% |