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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 | $12,245 | $123,155-90.1% | $108,753-88.7% | $155,188-92.1% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 21.44% | 44.73%-23.3pp | 37.47%-16.0pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,032 | $2,811-63.3% | $2,427-57.5% | $4,248-75.7% |
| Participant deferral / active EE | $1,375 | $4,623-70.3% | $4,115-66.6% | $6,531-78.9% |
| Admin fee / account holder | $673 | $12,126-94.5% | $10,320-93.5% | $14,480-95.4% |