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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 | $99,053-91.4% | $88,179-90.4% | $138,895-93.9% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.1%+19.1pp | 79.9%+8.3pp |
| Annual return | 17.74% | 78.17%-60.4pp | 64.97%-47.2pp | 145.39%-127.7pp |
| Employer contribution / active EE | $836 | $2,882-71.0% | $2,549-67.2% | $4,194-80.1% |
| Participant deferral / active EE | $1,432 | $5,225-72.6% | $4,614-69.0% | $6,396-77.6% |
| Admin fee / account holder | $1,083 | $8,748-87.6% | $7,673-85.9% | $12,562-91.4% |