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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 | $16,166 | $90,509-82.1% | $78,693-79.5% | $273,968-94.1% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 2.82% | 75.61%-72.8pp | 62.18%-59.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $865 | $3,175-72.8% | $2,850-69.6% | $4,869-82.2% |
| Participant deferral / active EE | $2,629 | $3,901-32.6% | $3,517-25.2% | $5,287-50.3% |
| Admin fee / account holder | $6,654 | $5,264+26.4% | $4,511+47.5% | $10,132-34.3% |