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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 | $18,986 | $161,352-88.2% | $134,172-85.8% | $137,256-86.2% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.5%+15.0pp | 80.0%+7.5pp |
| Annual return | 15.87% | 28.72%-12.8pp | 25.30%-9.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,278 | $4,099-68.8% | $3,420-62.6% | $4,156-69.3% |
| Participant deferral / active EE | $2,577 | $5,552-53.6% | $4,690-45.1% | $6,407-59.8% |
| Admin fee / account holder | $4,773 | $15,028-68.2% | $12,016-60.3% | $12,270-61.1% |