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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 | $22,679 | $110,410-79.5% | $102,437-77.9% | $145,897-84.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 11.67% | 24.85%-13.2pp | 24.95%-13.3pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,643 | $4,217-61.0% | $3,871-57.6% | $4,663-64.8% |
| Participant deferral / active EE | $1,643 | $5,622-70.8% | $5,060-67.5% | $6,689-75.4% |
| Admin fee / account holder | $8,451 | $9,745-13.3% | $8,388+0.7% | $13,390-36.9% |