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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 | $17,075 | $110,379-84.5% | $102,412-83.3% | $145,884-88.3% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 17.33% | 24.84%-7.5pp | 24.94%-7.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $2,035 | $4,216-51.7% | $3,870-47.4% | $4,662-56.4% |
| Participant deferral / active EE | $2,543 | $5,622-54.8% | $5,060-49.7% | $6,690-62.0% |
| Admin fee / account holder | $374 | $9,745-96.2% | $8,388-95.5% | $13,392-97.2% |