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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 | $32,823 | $83,908-60.9% | $68,509-52.1% | $125,389-73.8% |
| Participation rate | 90.5% | 78.2%+12.3pp | 74.7%+15.7pp | 83.2%+7.3pp |
| Annual return | 10.79% | 14.48%-3.7pp | 8.27%+2.5pp | 282.24%-271.5pp |
| Employer contribution / active EE | $1,365 | $3,031-55.0% | $2,278-40.1% | $4,866-71.9% |
| Participant deferral / active EE | $3,328 | $4,125-19.3% | $3,382-1.6% | $5,352-37.8% |
| Admin fee / account holder | $569 | $8,982-93.7% | $5,275-89.2% | $9,541-94.0% |