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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 | $11,170 | $112,729-90.1% | $98,716-88.7% | $137,256-91.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 20.55% | 38.48%-17.9pp | 31.81%-11.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,259 | $2,725-53.8% | $2,279-44.7% | $4,156-69.7% |
| Participant deferral / active EE | $1,893 | $4,640-59.2% | $4,048-53.2% | $6,407-70.5% |
| Admin fee / account holder | $504 | $10,129-95.0% | $8,703-94.2% | $12,270-95.9% |