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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 | $21,847 | $110,410-80.2% | $102,437-78.7% | $145,897-85.0% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 20.85% | 24.85%-4.0pp | 24.95%-4.1pp | 552.29%-531.4pp |
| Employer contribution / active EE | $1,271 | $4,217-69.9% | $3,871-67.2% | $4,663-72.8% |
| Participant deferral / active EE | $2,302 | $5,622-59.1% | $5,060-54.5% | $6,689-65.6% |
| Admin fee / account holder | $1,768 | $9,745-81.9% | $8,388-78.9% | $13,390-86.8% |