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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 | $28,688 | $103,393-72.3% | $87,103-67.1% | $152,909-81.2% |
| Participation rate | 93.3% | 79.4%+14.0pp | 76.9%+16.5pp | 82.5%+10.9pp |
| Annual return | 11.19% | 28.10%-16.9pp | 28.19%-17.0pp | 345.46%-334.3pp |
| Employer contribution / active EE | $718 | $3,221-77.7% | $2,521-71.5% | $4,764-84.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,083 | $12,195-91.1% | $7,491-85.5% | $11,601-90.7% |