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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 | $17,767 | $100,139-82.3% | $85,187-79.1% | $145,884-87.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 12.57% | 84.15%-71.6pp | 66.67%-54.1pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,444 | $3,238-55.4% | $2,732-47.2% | $4,662-69.0% |
| Participant deferral / active EE | $2,093 | $5,296-60.5% | $4,525-53.8% | $6,690-68.7% |
| Admin fee / account holder | $7,242 | $7,262-0.3% | $6,162+17.5% | $13,392-45.9% |