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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 | $15,030 | $110,410-86.4% | $102,437-85.3% | $145,897-89.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.72% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,944 | $4,217-53.9% | $3,871-49.8% | $4,663-58.3% |
| Participant deferral / active EE | $1,954 | $5,622-65.2% | $5,060-61.4% | $6,689-70.8% |
| Admin fee / account holder | $10,730 | $9,745+10.1% | $8,388+27.9% | $13,390-19.9% |