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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 | $123,155-85.3% | $108,753-83.3% | $155,188-88.3% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 15.10% | 44.73%-29.6pp | 37.47%-22.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $879 | $2,811-68.7% | $2,427-63.8% | $4,248-79.3% |
| Participant deferral / active EE | $1,950 | $4,623-57.8% | $4,115-52.6% | $6,531-70.1% |
| Admin fee / account holder | $1,239 | $12,126-89.8% | $10,320-88.0% | $14,480-91.4% |