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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 | $22,960 | $158,817-85.5% | $121,205-81.1% | $135,377-83.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.8%+14.0pp | 82.6%+3.1pp |
| Annual return | 9.03% | -0.64%+9.7pp | 16.93%-7.9pp | 519.75%-510.7pp |
| Employer contribution / active EE | $1,322 | $5,665-76.7% | $4,022-67.1% | $4,779-72.3% |
| Participant deferral / active EE | $2,623 | $4,005-34.5% | $3,345-21.6% | $5,609-53.2% |
| Admin fee / account holder | $834 | $6,512-87.2% | $5,020-83.4% | $10,828-92.3% |