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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 | $14,722 | $96,524-84.7% | $75,900-80.6% | $152,909-90.4% |
| Participation rate | 86.7% | 76.2%+10.5pp | 69.3%+17.4pp | 82.5%+4.2pp |
| Annual return | 17.65% | 33.93%-16.3pp | 30.73%-13.1pp | 345.46%-327.8pp |
| Employer contribution / active EE | $1,474 | $3,311-55.5% | $2,501-41.0% | $4,764-69.0% |
| Participant deferral / active EE | $2,308 | $4,554-49.3% | $3,604-35.9% | $5,851-60.6% |
| Admin fee / account holder | $1,185 | $8,082-85.3% | $5,421-78.1% | $11,601-89.8% |