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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 | $15,367 | $108,882-85.9% | $96,754-84.1% | $154,746-90.1% |
| Participation rate | 78.9% | 75.1%+3.9pp | 70.3%+8.7pp | 80.7%-1.8pp |
| Annual return | 20.69% | 98.39%-77.7pp | 82.04%-61.3pp | 172.34%-151.6pp |
| Employer contribution / active EE | $767 | $3,018-74.6% | $2,679-71.4% | $4,379-82.5% |
| Participant deferral / active EE | $1,697 | $5,323-68.1% | $4,758-64.3% | $6,730-74.8% |
| Admin fee / account holder | $1,533 | $10,200-85.0% | $8,905-82.8% | $14,365-89.3% |