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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 | $17,489 | $87,544-80.0% | $75,784-76.9% | $125,388-86.1% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $9,081 | $3,930+131.1% | $3,323+173.2% | $4,866+86.6% |
| Participant deferral / active EE | $7,508 | $4,229+77.5% | $3,652+105.6% | $5,352+40.3% |
| Admin fee / account holder | $633 | $6,502-90.3% | $5,300-88.1% | $9,541-93.4% |