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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 | $11,252 | $180,749-93.8% | $160,784-93.0% | $137,256-91.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 16.12% | 2234.46%-2218.3pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,136 | $4,155-72.7% | $3,733-69.6% | $4,156-72.7% |
| Participant deferral / active EE | $1,755 | $6,844-74.4% | $6,293-72.1% | $6,407-72.6% |
| Admin fee / account holder | $1,445 | $10,397-86.1% | $9,717-85.1% | $12,270-88.2% |