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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 | $13,234 | $101,618-87.0% | $93,063-85.8% | $137,256-90.4% |
| Participation rate | 76.2% | 74.9%+1.3pp | 72.1%+4.1pp | 80.0%-3.8pp |
| Annual return | 19.44% | 223.95%-204.5pp | 34.15%-14.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,973 | $2,707-27.1% | $2,476-20.3% | $4,156-52.5% |
| Participant deferral / active EE | $3,314 | $4,279-22.6% | $3,958-16.3% | $6,407-48.3% |
| Admin fee / account holder | $1,598 | $6,198-74.2% | $6,033-73.5% | $12,270-87.0% |