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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 | $14,653 | $110,379-86.7% | $102,412-85.7% | $145,884-90.0% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.4pp |
| Annual return | 16.92% | 24.84%-7.9pp | 24.94%-8.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,165 | $4,216-72.4% | $3,870-69.9% | $4,662-75.0% |
| Participant deferral / active EE | $1,984 | $5,622-64.7% | $5,060-60.8% | $6,690-70.3% |
| Admin fee / account holder | $5,198 | $9,745-46.7% | $8,388-38.0% | $13,392-61.2% |