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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 | $14,768 | $100,147-85.3% | $81,286-81.8% | $145,877-89.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 8.25% | 34.44%-26.2pp | 24.80%-16.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $993 | $2,977-66.7% | $2,463-59.7% | $4,663-78.7% |
| Participant deferral / active EE | $3,157 | $4,607-31.5% | $3,883-18.7% | $6,691-52.8% |
| Admin fee / account holder | $1,492 | $8,201-81.8% | $5,764-74.1% | $13,402-88.9% |