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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 | $13,298 | $100,125-86.7% | $81,482-83.7% | $145,978-90.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 14.06% | 34.44%-20.4pp | 24.79%-10.7pp | 550.52%-536.5pp |
| Employer contribution / active EE | $1,291 | $2,977-56.6% | $2,463-47.6% | $4,662-72.3% |
| Participant deferral / active EE | $2,085 | $4,609-54.8% | $3,885-46.3% | $6,690-68.8% |
| Admin fee / account holder | $701 | $8,198-91.5% | $5,761-87.8% | $13,400-94.8% |