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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 | $18,140 | $112,729-83.9% | $98,716-81.6% | $137,256-86.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 15.10% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $879 | $2,725-67.7% | $2,279-61.4% | $4,156-78.8% |
| Participant deferral / active EE | $1,950 | $4,640-58.0% | $4,048-51.8% | $6,407-69.6% |
| Admin fee / account holder | $1,239 | $10,129-87.8% | $8,703-85.8% | $12,270-89.9% |