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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 | $17,842 | $124,980-85.7% | $108,359-83.5% | $154,746-88.5% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 22.71% | 45.00%-22.3pp | 36.89%-14.2pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,538 | $2,851-46.1% | $2,399-35.9% | $4,379-64.9% |
| Participant deferral / active EE | $3,238 | $4,743-31.7% | $4,137-21.7% | $6,730-51.9% |
| Admin fee / account holder | $657 | $11,502-94.3% | $9,741-93.3% | $14,365-95.4% |