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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 | $111,814-89.7% | $103,378-88.9% | $145,978-92.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 10.69% | 24.80%-14.1pp | 24.91%-14.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $1,249 | $4,215-70.4% | $3,870-67.7% | $4,662-73.2% |
| Participant deferral / active EE | $2,074 | $5,618-63.1% | $5,058-59.0% | $6,690-69.0% |
| Admin fee / account holder | $1,561 | $9,764-84.0% | $8,401-81.4% | $13,400-88.4% |