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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% | $103,378-89.2% | $145,978-92.3% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 12.98% | 24.80%-11.8pp | 24.91%-11.9pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,022 | $4,215-52.0% | $3,870-47.8% | $4,662-56.6% |
| Participant deferral / active EE | $3,656 | $5,618-34.9% | $5,058-27.7% | $6,690-45.4% |
| Admin fee / account holder | $356 | $9,764-96.4% | $8,401-95.8% | $13,400-97.3% |