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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 | $16,090 | $125,778-87.2% | $114,563-86.0% | $154,746-89.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.9%+16.0pp | 80.7%+8.2pp |
| Annual return | 20.07% | 295.14%-275.1pp | 241.09%-221.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $231 | $2,806-91.8% | $2,592-91.1% | $4,379-94.7% |
| Participant deferral / active EE | $7,602 | $4,445+71.0% | $4,142+83.5% | $6,730+12.9% |
| Admin fee / account holder | $2,151 | $8,190-73.7% | $7,623-71.8% | $14,365-85.0% |