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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 | $8,483 | $97,125-91.3% | $86,233-90.2% | $137,256-93.8% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.0%+19.2pp | 80.0%+8.3pp |
| Annual return | 17.74% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $836 | $2,841-70.6% | $2,504-66.6% | $4,156-79.9% |
| Participant deferral / active EE | $1,432 | $5,180-72.4% | $4,559-68.6% | $6,407-77.7% |
| Admin fee / account holder | $1,083 | $9,725-88.9% | $8,342-87.0% | $12,270-91.2% |