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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 | $106,588-84.9% | $94,215-82.9% | $155,188-89.6% |
| Participation rate | 83.3% | 74.3%+9.1pp | 70.0%+13.4pp | 80.8%+2.5pp |
| Annual return | 14.72% | 29.39%-14.7pp | 28.22%-13.5pp | 148.84%-134.1pp |
| Employer contribution / active EE | $612 | $3,080-80.1% | $2,675-77.1% | $4,248-85.6% |
| Participant deferral / active EE | $1,528 | $4,802-68.2% | $4,276-64.3% | $6,531-76.6% |
| Admin fee / account holder | $8,685 | $12,281-29.3% | $10,216-15.0% | $14,480-40.0% |