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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 | $11,139 | $100,073-88.9% | $85,126-86.9% | $145,877-92.4% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.0pp |
| Annual return | 11.37% | 84.11%-72.7pp | 66.63%-55.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,614 | $3,236-50.1% | $2,731-40.9% | $4,663-65.4% |
| Participant deferral / active EE | $2,321 | $5,294-56.2% | $4,523-48.7% | $6,691-65.3% |
| Admin fee / account holder | $905 | $7,261-87.5% | $6,160-85.3% | $13,402-93.2% |