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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 | $11,775 | $106,280-88.9% | $96,538-87.8% | $139,487-91.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 15.19% | 38.48%-23.3pp | 35.74%-20.6pp | 373.84%-358.7pp |
| Employer contribution / active EE | $3,427 | $4,107-16.6% | $3,740-8.4% | $4,755-27.9% |
| Participant deferral / active EE | $2,058 | $5,457-62.3% | $4,880-57.8% | $6,713-69.3% |
| Admin fee / account holder | $2,778 | $7,888-64.8% | $6,737-58.8% | $11,407-75.6% |