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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 | $11,483 | $110,410-89.6% | $102,437-88.8% | $145,897-92.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 10.69% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,249 | $4,217-70.4% | $3,871-67.7% | $4,663-73.2% |
| Participant deferral / active EE | $2,074 | $5,622-63.1% | $5,060-59.0% | $6,689-69.0% |
| Admin fee / account holder | $1,561 | $9,745-84.0% | $8,388-81.4% | $13,390-88.3% |