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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 | $19,040 | $97,125-80.4% | $86,233-77.9% | $137,256-86.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 18.63% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,520 | $2,841-46.5% | $2,504-39.3% | $4,156-63.4% |
| Participant deferral / active EE | $4,204 | $5,180-18.8% | $4,559-7.8% | $6,407-34.4% |
| Admin fee / account holder | $836 | $9,725-91.4% | $8,342-90.0% | $12,270-93.2% |