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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 | $123,155-85.0% | $108,753-83.0% | $155,188-88.1% |
| Participation rate | 73.3% | 75.6%-2.3pp | 71.1%+2.2pp | 80.8%-7.5pp |
| Annual return | 11.76% | 44.73%-33.0pp | 37.47%-25.7pp | 148.84%-137.1pp |
| Employer contribution / active EE | $1,239 | $2,811-55.9% | $2,427-48.9% | $4,248-70.8% |
| Participant deferral / active EE | $2,516 | $4,623-45.6% | $4,115-38.9% | $6,531-61.5% |
| Admin fee / account holder | $11,670 | $12,126-3.8% | $10,320+13.1% | $14,480-19.4% |