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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 | $17,301 | $110,379-84.3% | $102,412-83.1% | $145,884-88.1% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 14.02% | 24.84%-10.8pp | 24.94%-10.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,596 | $4,216-62.1% | $3,870-58.8% | $4,662-65.8% |
| Participant deferral / active EE | $3,227 | $5,622-42.6% | $5,060-36.2% | $6,690-51.8% |
| Admin fee / account holder | $660 | $9,745-93.2% | $8,388-92.1% | $13,392-95.1% |