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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 | $18,330 | $90,486-79.7% | $78,676-76.7% | $273,972-93.3% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 8.18% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,577 | $3,175-18.8% | $2,850-9.6% | $4,869-47.1% |
| Participant deferral / active EE | $1,146 | $3,901-70.6% | $3,517-67.4% | $5,287-78.3% |
| Admin fee / account holder | $895 | $5,263-83.0% | $4,510-80.1% | $10,133-91.2% |