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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 | $16,002 | $108,882-85.3% | $96,754-83.5% | $154,746-89.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 19.45% | 98.39%-78.9pp | 82.04%-62.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,519 | $3,018-49.7% | $2,679-43.3% | $4,379-65.3% |
| Participant deferral / active EE | $2,350 | $5,323-55.8% | $4,758-50.6% | $6,730-65.1% |
| Admin fee / account holder | $1,098 | $10,200-89.2% | $8,905-87.7% | $14,365-92.4% |