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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 | $18,499 | $112,729-83.6% | $98,716-81.3% | $137,256-86.5% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.3%+4.0pp | 80.0%-6.6pp |
| Annual return | 11.76% | 38.48%-26.7pp | 31.81%-20.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,239 | $2,725-54.5% | $2,279-45.6% | $4,156-70.2% |
| Participant deferral / active EE | $2,516 | $4,640-45.8% | $4,048-37.9% | $6,407-60.7% |
| Admin fee / account holder | $11,670 | $10,129+15.2% | $8,703+34.1% | $12,270-4.9% |