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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 | $17,655 | $208,088-91.5% | $186,193-90.5% | $154,746-88.6% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.1%+0.7pp | 80.7%-2.9pp |
| Annual return | 17.96% | 89.97%-72.0pp | 78.03%-60.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,161 | $4,340-73.3% | $3,918-70.4% | $4,379-73.5% |
| Participant deferral / active EE | $2,985 | $7,078-57.8% | $6,513-54.2% | $6,730-55.6% |
| Admin fee / account holder | $1,994 | $11,698-83.0% | $11,058-82.0% | $14,365-86.1% |