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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 | $14,465 | $104,650-86.2% | $83,854-82.7% | $155,188-90.7% |
| Participation rate | 77.8% | 65.1%+12.7pp | 59.1%+18.7pp | 80.8%-3.0pp |
| Annual return | 18.17% | 28.97%-10.8pp | 31.39%-13.2pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,148 | $1,196-4.0% | $1,017+12.9% | $4,248-73.0% |
| Participant deferral / active EE | $2,003 | $2,367-15.4% | $2,035-1.6% | $6,531-69.3% |
| Admin fee / account holder | $1,838 | $3,518-47.7% | $3,197-42.5% | $14,480-87.3% |