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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 | $23,340 | $110,337-78.8% | $102,383-77.2% | $145,877-84.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.66% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,713 | $4,216-11.9% | $3,870-4.1% | $4,663-20.4% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $646 | $9,750-93.4% | $8,391-92.3% | $13,402-95.2% |