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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 | $100,262-85.3% | $81,370-81.9% | $145,897-89.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 8.25% | 34.52%-26.3pp | 24.85%-16.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $993 | $2,979-66.7% | $2,464-59.7% | $4,663-78.7% |
| Participant deferral / active EE | $3,157 | $4,612-31.6% | $3,885-18.8% | $6,689-52.8% |
| Admin fee / account holder | $1,492 | $8,163-81.7% | $5,749-74.1% | $13,390-88.9% |