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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 | $24,945 | $111,814-77.7% | $103,374-75.9% | $145,959-82.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.36% | 24.77%-13.4pp | 24.89%-13.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,649 | $4,214-60.9% | $3,869-57.4% | $4,661-64.6% |
| Participant deferral / active EE | $8,254 | $5,618+46.9% | $5,058+63.2% | $6,689+23.4% |
| Admin fee / account holder | $504 | $9,754-94.8% | $8,394-94.0% | $13,398-96.2% |