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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 | $17,748 | $118,496-85.0% | $98,461-82.0% | $139,466-87.3% |
| Participation rate | 91.7% | 77.5%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 15.94% | 18.96%-3.0pp | 21.17%-5.2pp | 373.66%-357.7pp |
| Employer contribution / active EE | $951 | $3,611-73.7% | $3,049-68.8% | $4,754-80.0% |
| Participant deferral / active EE | $1,538 | $5,393-71.5% | $4,738-67.5% | $6,712-77.1% |
| Admin fee / account holder | $3,367 | $14,056-76.0% | $8,961-62.4% | $11,409-70.5% |