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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 | $20,349 | $99,875-79.6% | $146,866-86.1% | $86,983-76.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 14.87% | 28.10%-13.2pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,407 | $3,224-56.3% | $4,425-68.2% | $2,584-45.5% |
| Participant deferral / active EE | $3,094 | $6,322-51.1% | $7,759-60.1% | $4,194-26.2% |
| Admin fee / account holder | $1,894 | $7,838-75.8% | $13,620-86.1% | $7,856-75.9% |