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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 | $14,952 | $49,177-69.6% | $79,476-81.2% | $64,181-76.7% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.6%+5.4pp |
| Annual return | 8.16% | -1.16%+9.3pp | 718.21%-710.1pp | 7.63%+0.5pp |
| Employer contribution / active EE | $954 | $2,076-54.0% | $2,800-65.9% | $2,381-59.9% |
| Participant deferral / active EE | $989 | $2,821-64.9% | $3,704-73.3% | $3,470-71.5% |
| Admin fee / account holder | $362 | $3,839-90.6% | $5,113-92.9% | $4,887-92.6% |