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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 | $111,814-79.1% | $103,378-77.4% | $145,978-84.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.66% | 24.80%-12.1pp | 24.91%-12.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $3,713 | $4,215-11.9% | $3,870-4.1% | $4,662-20.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $646 | $9,764-93.4% | $8,401-92.3% | $13,400-95.2% |