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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 | $10,972 | $169,161-93.5% | $129,295-91.5% | $145,959-92.5% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 18.40% | 14348.07%-14329.7pp | 9429.28%-9410.9pp | 561.95%-543.5pp |
| Employer contribution / active EE | $785 | $5,543-85.8% | $4,157-81.1% | $4,661-83.1% |
| Participant deferral / active EE | $1,690 | $4,989-66.1% | $4,169-59.5% | $6,689-74.7% |
| Admin fee / account holder | $538 | $9,878-94.5% | $7,665-93.0% | $13,398-96.0% |