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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 | $8,502 | $107,809-92.1% | $97,032-91.2% | $155,188-94.5% |
| Participation rate | 87.5% | 75.5%+12.0pp | 71.6%+15.9pp | 80.8%+6.7pp |
| Annual return | 13.74% | 38.06%-24.3pp | 35.38%-21.6pp | 148.84%-135.1pp |
| Employer contribution / active EE | $625 | $2,911-78.5% | $2,629-76.2% | $4,248-85.3% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $500 | $10,717-95.3% | $9,418-94.7% | $14,480-96.5% |