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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 | $19,112 | $102,245-81.3% | $89,340-78.6% | $137,256-86.1% |
| Participation rate | 78.6% | 74.9%+3.7pp | 69.6%+9.0pp | 80.0%-1.4pp |
| Annual return | 13.82% | 21.89%-8.1pp | 20.57%-6.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $846 | $2,529-66.5% | $2,231-62.1% | $4,156-79.6% |
| Participant deferral / active EE | $2,644 | $4,436-40.4% | $3,823-30.8% | $6,407-58.7% |
| Admin fee / account holder | $7,344 | $8,085-9.2% | $6,704+9.6% | $12,270-40.1% |