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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 | $16,546 | $124,330-86.7% | $109,173-84.8% | $167,536-90.1% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 14.20% | 26.04%-11.8pp | 25.75%-11.6pp | 478.82%-464.6pp |
| Employer contribution / active EE | $997 | $4,209-76.3% | $3,723-73.2% | $4,839-79.4% |
| Participant deferral / active EE | $2,036 | $5,256-61.3% | $4,654-56.2% | $6,342-67.9% |
| Admin fee / account holder | $742 | $7,974-90.7% | $6,755-89.0% | $12,315-94.0% |