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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 | $37,769 | $98,240-61.6% | $82,312-54.1% | $147,586-74.4% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 12.81% | 30.85%-18.0pp | 25.88%-13.1pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,658 | $3,192-48.0% | $2,428-31.7% | $4,876-66.0% |
| Participant deferral / active EE | $2,486 | $4,383-43.3% | $3,706-32.9% | $5,439-54.3% |
| Admin fee / account holder | $948 | $8,563-88.9% | $5,608-83.1% | $10,886-91.3% |