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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 | $111,814-89.3% | $103,378-88.4% | $145,978-91.8% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 13.49% | 24.80%-11.3pp | 24.91%-11.4pp | 550.52%-537.0pp |
| Employer contribution / active EE | $2,239 | $4,215-46.9% | $3,870-42.1% | $4,662-52.0% |
| Participant deferral / active EE | $3,084 | $5,618-45.1% | $5,058-39.0% | $6,690-53.9% |
| Admin fee / account holder | $1,062 | $9,764-89.1% | $8,401-87.4% | $13,400-92.1% |