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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 | $17,750 | $118,488-85.0% | $98,462-82.0% | $139,487-87.3% |
| Participation rate | 87.5% | 77.5%+10.0pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 15.24% | 18.96%-3.7pp | 21.17%-5.9pp | 373.84%-358.6pp |
| Employer contribution / active EE | $941 | $3,611-73.9% | $3,049-69.1% | $4,755-80.2% |
| Participant deferral / active EE | $1,688 | $5,393-68.7% | $4,738-64.4% | $6,713-74.9% |
| Admin fee / account holder | $1,453 | $13,868-89.5% | $8,875-83.6% | $11,407-87.3% |