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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 | $10,873 | $110,337-90.1% | $102,383-89.4% | $145,877-92.5% |
| Participation rate | 79.2% | 77.9%+1.2pp | 74.5%+4.7pp | 80.3%-1.1pp |
| Annual return | 15.05% | 24.83%-9.8pp | 24.94%-9.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,320 | $4,216-68.7% | $3,870-65.9% | $4,663-71.7% |
| Participant deferral / active EE | $3,213 | $5,621-42.8% | $5,060-36.5% | $6,691-52.0% |
| Admin fee / account holder | $1,454 | $9,750-85.1% | $8,391-82.7% | $13,402-89.1% |