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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 | $16,751 | $76,312-78.0% | $67,221-75.1% | $158,982-89.5% |
| Participation rate | 84.6% | 84.3%+0.3pp | 79.4%+5.2pp | 82.0%+2.6pp |
| Annual return | 17.81% | 22.77%-5.0pp | 20.72%-2.9pp | 302.99%-285.2pp |
| Employer contribution / active EE | $1,558 | $4,476-65.2% | $3,723-58.2% | $4,763-67.3% |
| Participant deferral / active EE | $1,862 | $5,264-64.6% | $4,384-57.5% | $5,983-68.9% |
| Admin fee / account holder | $1,232 | $8,005-84.6% | $5,844-78.9% | $11,252-89.1% |