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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 | $28,636 | $110,212-74.0% | $96,534-70.3% | $139,466-79.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 15.71% | 26.42%-10.7pp | 25.88%-10.2pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,586 | $3,620-56.2% | $2,965-46.5% | $4,754-66.6% |
| Participant deferral / active EE | $3,033 | $5,547-45.3% | $4,851-37.5% | $6,712-54.8% |
| Admin fee / account holder | $421 | $11,599-96.4% | $8,253-94.9% | $11,409-96.3% |