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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 | $16,300 | $110,337-85.2% | $102,383-84.1% | $145,877-88.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 14.07% | 24.83%-10.8pp | 24.94%-10.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,753 | $4,216-58.4% | $3,870-54.7% | $4,663-62.4% |
| Participant deferral / active EE | $3,966 | $5,621-29.4% | $5,060-21.6% | $6,691-40.7% |
| Admin fee / account holder | $940 | $9,750-90.4% | $8,391-88.8% | $13,402-93.0% |