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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 | $16,122 | $107,733-85.0% | $92,985-82.7% | $154,746-89.6% |
| Participation rate | 83.3% | 74.6%+8.8pp | 69.5%+13.8pp | 80.7%+2.6pp |
| Annual return | 14.72% | 30.39%-15.7pp | 27.99%-13.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $612 | $3,126-80.4% | $2,662-77.0% | $4,379-86.0% |
| Participant deferral / active EE | $1,528 | $5,053-69.8% | $4,377-65.1% | $6,730-77.3% |
| Admin fee / account holder | $8,685 | $11,369-23.6% | $9,463-8.2% | $14,365-39.5% |