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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 | $9,740 | $107,809-91.0% | $97,032-90.0% | $155,188-93.7% |
| Participation rate | 71.4% | 75.5%-4.0pp | 71.6%-0.1pp | 80.8%-9.4pp |
| Annual return | 15.81% | 38.06%-22.2pp | 35.38%-19.6pp | 148.84%-133.0pp |
| Employer contribution / active EE | $653 | $2,911-77.6% | $2,629-75.2% | $4,248-84.6% |
| Participant deferral / active EE | $1,321 | $5,129-74.2% | $4,672-71.7% | $6,531-79.8% |
| Admin fee / account holder | $1,276 | $10,717-88.1% | $9,418-86.4% | $14,480-91.2% |