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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 | $18,900 | $124,980-84.9% | $108,359-82.6% | $154,746-87.8% |
| Participation rate | 76.5% | 75.2%+1.3pp | 70.1%+6.3pp | 80.7%-4.2pp |
| Annual return | 12.23% | 45.00%-32.8pp | 36.89%-24.7pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,098 | $2,851-61.5% | $2,399-54.3% | $4,379-74.9% |
| Participant deferral / active EE | $2,026 | $4,743-57.3% | $4,137-51.0% | $6,730-69.9% |
| Admin fee / account holder | $394 | $11,502-96.6% | $9,741-96.0% | $14,365-97.3% |