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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 | $28,591 | $92,219-69.0% | $76,768-62.8% | $135,379-78.9% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | 10.60% | 5.46%+5.1pp | 2.43%+8.2pp | 519.79%-509.2pp |
| Employer contribution / active EE | $1,015 | $3,216-68.4% | $2,485-59.2% | $4,779-78.8% |
| Participant deferral / active EE | $4,148 | $4,508-8.0% | $3,852+7.7% | $5,609-26.0% |
| Admin fee / account holder | $678 | $10,749-93.7% | $6,675-89.8% | $10,828-93.7% |