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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 | $15,190 | $106,247-85.7% | $96,515-84.3% | $139,466-89.1% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 16.91% | 38.47%-21.6pp | 35.73%-18.8pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,506 | $4,106-63.3% | $3,740-59.7% | $4,754-68.3% |
| Participant deferral / active EE | $1,596 | $5,456-70.8% | $4,880-67.3% | $6,712-76.2% |
| Admin fee / account holder | $1,815 | $7,885-77.0% | $6,735-73.1% | $11,409-84.1% |