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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 | $36,875 | $86,298-57.3% | $111,308-66.9% | $85,847-57.0% |
| Participation rate | 97.0% | 73.3%+23.7pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 11.69% | 19.99%-8.3pp | 54.67%-43.0pp | 318.61%-306.9pp |
| Employer contribution / active EE | $1,221 | $2,044-40.2% | $2,732-55.3% | $2,565-52.4% |
| Participant deferral / active EE | $2,443 | $3,641-32.9% | $4,487-45.6% | $3,952-38.2% |
| Admin fee / account holder | $760 | $8,189-90.7% | $7,965-90.5% | $6,261-87.9% |