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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 | $15,193 | $77,638-80.4% | $156,551-90.3% | $62,881-75.8% |
| Participation rate | 90.4% | 71.2%+19.2pp | 84.0%+6.4pp | 69.3%+21.1pp |
| Annual return | 8.50% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,382 | $3,444-59.9% | $5,501-74.9% | $2,281-39.4% |
| Participant deferral / active EE | $2,076 | $3,046-31.8% | $4,871-57.4% | $3,203-35.2% |
| Admin fee / account holder | $4,950 | $5,561-11.0% | $13,028-62.0% | $4,296+15.2% |