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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 | $16,137 | $99,345-83.8% | $84,753-81.0% | $273,972-94.1% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 8.74% | 22.93%-14.2pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,107 | $4,214-73.7% | $3,574-69.0% | $4,869-77.3% |
| Participant deferral / active EE | $2,369 | $4,270-44.5% | $3,712-36.2% | $5,287-55.2% |
| Admin fee / account holder | $536 | $6,645-91.9% | $5,333-90.0% | $10,133-94.7% |