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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 | $23,157 | $93,598-75.3% | $135,974-83.0% | $75,173-69.2% |
| Participation rate | 79.1% | 75.2%+3.9pp | 81.9%-2.8pp | 67.2%+11.9pp |
| Annual return | 16.83% | 30.89%-14.1pp | 68.30%-51.5pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,783 | $3,538-49.6% | $4,859-63.3% | $2,671-33.3% |
| Participant deferral / active EE | $3,540 | $6,405-44.7% | $7,760-54.4% | $4,126-14.2% |
| Admin fee / account holder | $1,185 | $6,978-83.0% | $10,767-89.0% | $5,651-79.0% |