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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 | $15,833 | $106,280-85.1% | $96,538-83.6% | $139,487-88.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 13.68% | 38.48%-24.8pp | 35.74%-22.1pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,697 | $4,107-58.7% | $3,740-54.6% | $4,755-64.3% |
| Participant deferral / active EE | $2,707 | $5,457-50.4% | $4,880-44.5% | $6,713-59.7% |
| Admin fee / account holder | $1,141 | $7,888-85.5% | $6,737-83.1% | $11,407-90.0% |