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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 | $17,039 | $108,882-84.4% | $96,754-82.4% | $154,746-89.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 11.87% | 98.39%-86.5pp | 82.04%-70.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,499 | $3,018-50.3% | $2,679-44.1% | $4,379-65.8% |
| Participant deferral / active EE | $1,387 | $5,323-73.9% | $4,758-70.8% | $6,730-79.4% |
| Admin fee / account holder | $8,575 | $10,200-15.9% | $8,905-3.7% | $14,365-40.3% |