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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 | $11,657 | $172,111-93.2% | $150,298-92.2% | $137,256-91.5% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 26.36% | 69.37%-43.0pp | 62.79%-36.4pp | 220.34%-194.0pp |
| Employer contribution / active EE | $2,063 | $4,636-55.5% | $4,154-50.3% | $4,156-50.4% |
| Participant deferral / active EE | $2,788 | $6,166-54.8% | $5,453-48.9% | $6,407-56.5% |
| Admin fee / account holder | $644 | $16,471-96.1% | $14,116-95.4% | $12,270-94.8% |