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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 | $14,792 | $102,609-85.6% | $98,090-84.9% | $138,895-89.4% |
| Participation rate | 93.8% | 82.8%+11.0pp | 81.5%+12.2pp | 79.9%+13.8pp |
| Annual return | 13.17% | 36.44%-23.3pp | 37.05%-23.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,178 | $3,867-69.5% | $3,606-67.3% | $4,194-71.9% |
| Participant deferral / active EE | $3,247 | $8,167-60.2% | $7,845-58.6% | $6,396-49.2% |
| Admin fee / account holder | $5,782 | $11,434-49.4% | $11,815-51.1% | $12,562-54.0% |