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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 | $106,974-82.1% | $90,796-79.0% | $138,895-86.2% |
| Participation rate | 78.6% | 74.9%+3.7pp | 69.5%+9.1pp | 79.9%-1.3pp |
| Annual return | 13.82% | 20.10%-6.3pp | 19.29%-5.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $846 | $2,609-67.6% | $2,294-63.1% | $4,194-79.8% |
| Participant deferral / active EE | $2,644 | $4,455-40.6% | $3,822-30.8% | $6,396-58.7% |
| Admin fee / account holder | $7,344 | $8,626-14.9% | $7,024+4.6% | $12,562-41.5% |