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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 | $20,060 | $112,729-82.2% | $98,716-79.7% | $137,256-85.4% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.3%+13.3pp | 80.0%+2.6pp |
| Annual return | 17.06% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,005 | $2,725-63.1% | $2,279-55.9% | $4,156-75.8% |
| Participant deferral / active EE | $1,389 | $4,640-70.1% | $4,048-65.7% | $6,407-78.3% |
| Admin fee / account holder | $621 | $10,129-93.9% | $8,703-92.9% | $12,270-94.9% |