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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 | $19,208 | $124,330-84.6% | $109,173-82.4% | $167,536-88.5% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 15.00% | 26.04%-11.0pp | 25.75%-10.8pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,417 | $4,209-66.3% | $3,723-61.9% | $4,839-70.7% |
| Participant deferral / active EE | $3,155 | $5,256-40.0% | $4,654-32.2% | $6,342-50.3% |
| Admin fee / account holder | $837 | $7,974-89.5% | $6,755-87.6% | $12,315-93.2% |