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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 | $16,739 | $112,729-85.2% | $98,716-83.0% | $137,256-87.8% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.3%+24.0pp | 80.0%+13.4pp |
| Annual return | 18.36% | 38.48%-20.1pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,091 | $2,725-60.0% | $2,279-52.1% | $4,156-73.8% |
| Participant deferral / active EE | $4,515 | $4,640-2.7% | $4,048+11.5% | $6,407-29.5% |
| Admin fee / account holder | $1,487 | $10,129-85.3% | $8,703-82.9% | $12,270-87.9% |