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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 | $11,798 | $114,013-89.7% | $103,693-88.6% | $155,188-92.4% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.1pp | 80.8%-8.1pp |
| Annual return | 16.32% | 49.31%-33.0pp | 47.61%-31.3pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,773 | $3,131-43.4% | $2,920-39.3% | $4,248-58.3% |
| Participant deferral / active EE | $1,476 | $4,970-70.3% | $4,579-67.8% | $6,531-77.4% |
| Admin fee / account holder | $7,319 | $8,407-12.9% | $7,858-6.9% | $14,480-49.5% |