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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 | $11,880 | $107,809-89.0% | $97,032-87.8% | $155,188-92.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 21.15% | 38.06%-16.9pp | 35.38%-14.2pp | 148.84%-127.7pp |
| Employer contribution / active EE | $530 | $2,911-81.8% | $2,629-79.8% | $4,248-87.5% |
| Participant deferral / active EE | $2,414 | $5,129-52.9% | $4,672-48.3% | $6,531-63.0% |
| Admin fee / account holder | $601 | $10,717-94.4% | $9,418-93.6% | $14,480-95.9% |