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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 | $16,172 | $103,949-84.4% | $69,182-76.6% | $273,972-94.1% |
| Participation rate | 78.6% | 67.4%+11.2pp | 55.1%+23.5pp | 83.0%-4.4pp |
| Annual return | 10.15% | 35.28%-25.1pp | -21.93%+32.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,484 | $1,783-16.8% | $1,206+23.0% | $4,869-69.5% |
| Participant deferral / active EE | $2,240 | $2,716-17.5% | $1,897+18.1% | $5,287-57.6% |
| Admin fee / account holder | $1,072 | $3,671-70.8% | $2,697-60.2% | $10,133-89.4% |