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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 | $18,151 | $108,922-83.3% | $100,398-81.9% | $145,978-87.6% |
| Participation rate | 90.9% | 83.0%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 13.97% | 58.04%-44.1pp | 49.32%-35.3pp | 550.52%-536.5pp |
| Employer contribution / active EE | $932 | $4,426-78.9% | $3,946-76.4% | $4,662-80.0% |
| Participant deferral / active EE | $5,410 | $8,450-36.0% | $8,084-33.1% | $6,690-19.1% |
| Admin fee / account holder | $836 | $9,680-91.4% | $7,893-89.4% | $13,400-93.8% |