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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 | $17,178 | $108,882-84.2% | $96,754-82.2% | $154,746-88.9% |
| Participation rate | 72.7% | 75.1%-2.4pp | 70.3%+2.5pp | 80.7%-8.0pp |
| Annual return | 17.01% | 98.39%-81.4pp | 82.04%-65.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $780 | $3,018-74.2% | $2,679-70.9% | $4,379-82.2% |
| Participant deferral / active EE | $1,736 | $5,323-67.4% | $4,758-63.5% | $6,730-74.2% |
| Admin fee / account holder | $1,420 | $10,200-86.1% | $8,905-84.1% | $14,365-90.1% |