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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 | $18,112 | $211,224-91.4% | $178,505-89.9% | $145,897-87.6% |
| Participation rate | 84.2% | 80.8%+3.4pp | 77.1%+7.1pp | 80.3%+3.9pp |
| Annual return | 13.20% | 30.28%-17.1pp | 27.16%-14.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,758 | $4,577-61.6% | $3,955-55.6% | $4,663-62.3% |
| Participant deferral / active EE | $3,547 | $6,966-49.1% | $6,280-43.5% | $6,689-47.0% |
| Admin fee / account holder | $1,951 | $12,109-83.9% | $10,428-81.3% | $13,390-85.4% |