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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 | $34,510 | $117,829-70.7% | $102,423-66.3% | $145,877-76.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 11.60% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,501 | $3,615-58.5% | $3,023-50.4% | $4,663-67.8% |
| Participant deferral / active EE | $3,240 | $5,732-43.5% | $5,054-35.9% | $6,691-51.6% |
| Admin fee / account holder | $623 | $13,335-95.3% | $9,455-93.4% | $13,402-95.4% |