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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 | $11,946 | $110,410-89.2% | $102,437-88.3% | $145,897-91.8% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 13.49% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,239 | $4,217-46.9% | $3,871-42.2% | $4,663-52.0% |
| Participant deferral / active EE | $3,084 | $5,622-45.1% | $5,060-39.0% | $6,689-53.9% |
| Admin fee / account holder | $1,062 | $9,745-89.1% | $8,388-87.3% | $13,390-92.1% |