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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 | $13,595 | $96,956-86.0% | $69,779-80.5% | $273,972-95.0% |
| Participation rate | 83.3% | 77.1%+6.3pp | 71.8%+11.5pp | 83.0%+0.3pp |
| Annual return | 10.90% | 12.93%-2.0pp | 12.99%-2.1pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,199 | $3,316-63.8% | $2,338-48.7% | $4,869-75.4% |
| Participant deferral / active EE | $1,199 | $3,744-68.0% | $2,931-59.1% | $5,287-77.3% |
| Admin fee / account holder | $1,709 | $7,934-78.5% | $4,381-61.0% | $10,133-83.1% |