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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 | $16,193 | $95,415-83.0% | $185,851-91.3% | $85,851-81.1% |
| Participation rate | 72.2% | 68.8%+3.5pp | 81.7%-9.5pp | 69.3%+2.9pp |
| Annual return | 17.35% | 23.59%-6.2pp | 122.11%-104.8pp | 318.63%-301.3pp |
| Employer contribution / active EE | $1,457 | $3,314-56.0% | $5,168-71.8% | $2,565-43.2% |
| Participant deferral / active EE | $2,438 | $3,424-28.8% | $5,569-56.2% | $3,952-38.3% |
| Admin fee / account holder | $1,811 | $7,215-74.9% | $16,245-88.9% | $6,261-71.1% |