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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 | $11,211 | $111,814-90.0% | $103,374-89.2% | $145,959-92.3% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 12.98% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,022 | $4,214-52.0% | $3,869-47.7% | $4,661-56.6% |
| Participant deferral / active EE | $3,656 | $5,618-34.9% | $5,058-27.7% | $6,689-45.3% |
| Admin fee / account holder | $356 | $9,754-96.3% | $8,394-95.8% | $13,398-97.3% |