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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 | $110,337-89.8% | $102,383-89.1% | $145,877-92.3% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 12.98% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,022 | $4,216-52.0% | $3,870-47.7% | $4,663-56.6% |
| Participant deferral / active EE | $3,656 | $5,621-35.0% | $5,060-27.7% | $6,691-45.4% |
| Admin fee / account holder | $356 | $9,750-96.3% | $8,391-95.8% | $13,402-97.3% |