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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 | $18,198 | $124,314-85.4% | $109,163-83.3% | $167,518-89.1% |
| Participation rate | 86.4% | 79.4%+6.9pp | 75.9%+10.5pp | 82.1%+4.3pp |
| Annual return | 11.32% | 26.04%-14.7pp | 25.75%-14.4pp | 478.71%-467.4pp |
| Employer contribution / active EE | $2,171 | $4,209-48.4% | $3,723-41.7% | $4,838-55.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $754 | $7,973-90.5% | $6,754-88.8% | $12,312-93.9% |