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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 | $9,184 | $87,166-89.5% | $76,735-88.0% | $137,256-93.3% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 17.13% | 26.50%-9.4pp | 29.77%-12.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,776 | $2,904-38.9% | $2,454-27.6% | $4,156-57.3% |
| Participant deferral / active EE | $1,920 | $4,726-59.4% | $4,088-53.0% | $6,407-70.0% |
| Admin fee / account holder | $1,160 | $8,403-86.2% | $7,189-83.9% | $12,270-90.5% |