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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 | $19,843 | $112,729-82.4% | $98,716-79.9% | $137,256-85.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 13.51% | 38.48%-25.0pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,211 | $2,725-55.6% | $2,279-46.9% | $4,156-70.9% |
| Participant deferral / active EE | $2,464 | $4,640-46.9% | $4,048-39.1% | $6,407-61.5% |
| Admin fee / account holder | $6,336 | $10,129-37.4% | $8,703-27.2% | $12,270-48.4% |