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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 | $24,270 | $93,617-74.1% | $135,982-82.2% | $75,177-67.7% |
| Participation rate | 80.6% | 75.2%+5.4pp | 81.9%-1.4pp | 67.2%+13.4pp |
| Annual return | 15.91% | 30.89%-15.0pp | 68.32%-52.4pp | 160.75%-144.8pp |
| Employer contribution / active EE | $1,766 | $3,538-50.1% | $4,859-63.7% | $2,671-33.9% |
| Participant deferral / active EE | $2,772 | $6,406-56.7% | $7,760-64.3% | $4,126-32.8% |
| Admin fee / account holder | $5,574 | $6,980-20.1% | $10,767-48.2% | $5,651-1.4% |