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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 | $107,809-85.0% | $97,032-83.3% | $155,188-89.5% |
| Participation rate | 81.0% | 75.5%+5.5pp | 71.6%+9.4pp | 80.8%+0.1pp |
| Annual return | 20.62% | 38.06%-17.4pp | 35.38%-14.8pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,857 | $2,911-36.2% | $2,629-29.3% | $4,248-56.3% |
| Participant deferral / active EE | $3,568 | $5,129-30.4% | $4,672-23.6% | $6,531-45.4% |
| Admin fee / account holder | $777 | $10,717-92.8% | $9,418-91.8% | $14,480-94.6% |