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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 | $59,924 | $106,974-44.0% | $90,796-34.0% | $138,895-56.9% |
| Participation rate | 90.9% | 74.9%+16.0pp | 69.5%+21.4pp | 79.9%+11.0pp |
| Annual return | 12.09% | 20.10%-8.0pp | 19.29%-7.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $341 | $2,609-86.9% | $2,294-85.1% | $4,194-91.9% |
| Participant deferral / active EE | $2,256 | $4,455-49.4% | $3,822-41.0% | $6,396-64.7% |
| Admin fee / account holder | $55,287 | $8,626+540.9% | $7,024+687.1% | $12,562+340.1% |