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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 | $28,683 | $110,337-74.0% | $102,383-72.0% | $145,877-80.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 9.74% | 24.83%-15.1pp | 24.94%-15.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,617 | $4,216-61.7% | $3,870-58.2% | $4,663-65.3% |
| Participant deferral / active EE | $2,201 | $5,621-60.8% | $5,060-56.5% | $6,691-67.1% |
| Admin fee / account holder | $14,806 | $9,750+51.9% | $8,391+76.4% | $13,402+10.5% |