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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 | $20,262 | $99,345-79.6% | $84,753-76.1% | $273,972-92.6% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.21% | 22.93%-16.7pp | 22.78%-16.6pp | 41.46%-35.2pp |
| Employer contribution / active EE | $847 | $4,214-79.9% | $3,574-76.3% | $4,869-82.6% |
| Participant deferral / active EE | $8,351 | $4,270+95.6% | $3,712+125.0% | $5,287+57.9% |
| Admin fee / account holder | $2,025 | $6,645-69.5% | $5,333-62.0% | $10,133-80.0% |