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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 | $14,328 | $90,486-84.2% | $78,676-81.8% | $273,972-94.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 15.68% | 75.62%-59.9pp | 62.19%-46.5pp | 41.46%-25.8pp |
| Employer contribution / active EE | $1,508 | $3,175-52.5% | $2,850-47.1% | $4,869-69.0% |
| Participant deferral / active EE | $1,507 | $3,901-61.4% | $3,517-57.2% | $5,287-71.5% |
| Admin fee / account holder | $1,877 | $5,263-64.3% | $4,510-58.4% | $10,133-81.5% |