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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 | $20,531 | $100,970-79.7% | $96,576-78.7% | $137,256-85.0% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 18.93% | 38.16%-19.2pp | 38.47%-19.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,662 | $3,809-56.4% | $3,553-53.2% | $4,156-60.0% |
| Participant deferral / active EE | $7,034 | $8,286-15.1% | $7,956-11.6% | $6,407+9.8% |
| Admin fee / account holder | $1,311 | $11,312-88.4% | $11,381-88.5% | $12,270-89.3% |