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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 | $24,909 | $106,280-76.6% | $96,538-74.2% | $139,487-82.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 11.29% | 38.48%-27.2pp | 35.74%-24.4pp | 373.84%-362.5pp |
| Employer contribution / active EE | $1,493 | $4,107-63.6% | $3,740-60.1% | $4,755-68.6% |
| Participant deferral / active EE | $1,585 | $5,457-71.0% | $4,880-67.5% | $6,713-76.4% |
| Admin fee / account holder | $462 | $7,888-94.1% | $6,737-93.1% | $11,407-95.9% |