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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 | $16,789 | $111,814-85.0% | $103,374-83.8% | $145,959-88.5% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 13.16% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,089 | $4,214-50.4% | $3,869-46.0% | $4,661-55.2% |
| Participant deferral / active EE | $3,917 | $5,618-30.3% | $5,058-22.6% | $6,689-41.4% |
| Admin fee / account holder | $1,941 | $9,754-80.1% | $8,394-76.9% | $13,398-85.5% |