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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 | $102,245-88.7% | $89,340-87.1% | $137,256-91.6% |
| Participation rate | 95.7% | 74.9%+20.8pp | 69.6%+26.1pp | 80.0%+15.7pp |
| Annual return | 10.11% | 21.89%-11.8pp | 20.57%-10.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,087 | $2,529-57.0% | $2,231-51.3% | $4,156-73.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,199 | $8,085-60.4% | $6,704-52.3% | $12,270-73.9% |