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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 | $18,280 | $84,236-78.3% | $170,439-89.3% | $70,124-73.9% |
| Participation rate | 84.6% | 70.8%+13.8pp | 83.6%+1.0pp | 69.5%+15.1pp |
| Annual return | 13.41% | 23.06%-9.7pp | 205.94%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,900 | $3,387-43.9% | $5,433-65.0% | $2,342-18.9% |
| Participant deferral / active EE | $1,839 | $3,086-40.4% | $4,939-62.8% | $3,332-44.8% |
| Admin fee / account holder | $4,728 | $5,698-17.0% | $13,881-65.9% | $4,645+1.8% |