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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 | $19,487 | $126,661-84.6% | $113,397-82.8% | $138,895-86.0% |
| Participation rate | 73.7% | 79.4%-5.8pp | 76.5%-2.8pp | 79.9%-6.2pp |
| Annual return | 15.42% | 25.05%-9.6pp | 23.20%-7.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,900 | $3,456-45.0% | $2,977-36.2% | $4,194-54.7% |
| Participant deferral / active EE | $3,569 | $5,693-37.3% | $5,076-29.7% | $6,396-44.2% |
| Admin fee / account holder | $5,634 | $14,549-61.3% | $11,957-52.9% | $12,562-55.1% |