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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 | $11,521 | $103,164-88.8% | $90,259-87.2% | $154,746-92.6% |
| Participation rate | 95.7% | 76.1%+19.6pp | 70.7%+24.9pp | 80.7%+15.0pp |
| Annual return | 10.11% | 19.25%-9.1pp | 18.88%-8.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,087 | $2,532-57.1% | $2,291-52.6% | $4,379-75.2% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,199 | $8,593-62.8% | $7,267-56.0% | $14,365-77.7% |