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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 | $14,275 | $111,535-87.2% | $105,223-86.4% | $137,256-89.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 17.97% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,605 | $3,939-59.3% | $3,689-56.5% | $4,156-61.4% |
| Participant deferral / active EE | $2,767 | $5,500-49.7% | $5,072-45.4% | $6,407-56.8% |
| Admin fee / account holder | $557 | $9,721-94.3% | $8,859-93.7% | $12,270-95.5% |