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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 | $15,766 | $114,013-86.2% | $103,693-84.8% | $155,188-89.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.7pp | 80.8%+2.5pp |
| Annual return | 19.26% | 49.31%-30.1pp | 47.61%-28.3pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,615 | $3,131-48.4% | $2,920-44.7% | $4,248-62.0% |
| Participant deferral / active EE | $3,389 | $4,970-31.8% | $4,579-26.0% | $6,531-48.1% |
| Admin fee / account holder | $1,077 | $8,407-87.2% | $7,858-86.3% | $14,480-92.6% |