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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 | $16,882 | $161,352-89.5% | $134,172-87.4% | $137,256-87.7% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 21.66% | 28.72%-7.1pp | 25.30%-3.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,745 | $4,099-57.4% | $3,420-49.0% | $4,156-58.0% |
| Participant deferral / active EE | $1,867 | $5,552-66.4% | $4,690-60.2% | $6,407-70.9% |
| Admin fee / account holder | $1,189 | $15,028-92.1% | $12,016-90.1% | $12,270-90.3% |