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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 | $17,188 | $111,814-84.6% | $103,378-83.4% | $145,978-88.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.18% | 24.80%-12.6pp | 24.91%-12.7pp | 550.52%-538.3pp |
| Employer contribution / active EE | $859 | $4,215-79.6% | $3,870-77.8% | $4,662-81.6% |
| Participant deferral / active EE | $3,010 | $5,618-46.4% | $5,058-40.5% | $6,690-55.0% |
| Admin fee / account holder | $438 | $9,764-95.5% | $8,401-94.8% | $13,400-96.7% |