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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 | $12,459 | $110,410-88.7% | $102,437-87.8% | $145,897-91.5% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 12.90% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,260 | $4,217-46.4% | $3,871-41.6% | $4,663-51.5% |
| Participant deferral / active EE | $4,279 | $5,622-23.9% | $5,060-15.4% | $6,689-36.0% |
| Admin fee / account holder | $2,162 | $9,745-77.8% | $8,388-74.2% | $13,390-83.9% |