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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 | $16,766 | $169,336-90.1% | $129,384-87.0% | $145,884-88.5% |
| Participation rate | 84.2% | 76.5%+7.7pp | 69.6%+14.6pp | 80.3%+3.9pp |
| Annual return | 12.77% | 14408.70%-14395.9pp | 9461.77%-9449.0pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,753 | $5,540-68.4% | $4,153-57.8% | $4,662-62.4% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,359 | $9,912-76.2% | $7,686-69.3% | $13,392-82.4% |