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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 | $16,182 | $90,486-82.1% | $78,676-79.4% | $273,972-94.1% |
| Participation rate | 85.0% | 76.5%+8.5pp | 73.6%+11.4pp | 83.0%+2.0pp |
| Annual return | 6.57% | 75.62%-69.1pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,761 | $3,175-13.1% | $2,850-3.1% | $4,869-43.3% |
| Participant deferral / active EE | $6,089 | $3,901+56.1% | $3,517+73.2% | $5,287+15.2% |
| Admin fee / account holder | $705 | $5,263-86.6% | $4,510-84.4% | $10,133-93.0% |