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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 | $17,188 | $110,337-84.4% | $102,383-83.2% | $145,877-88.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.18% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $859 | $4,216-79.6% | $3,870-77.8% | $4,663-81.6% |
| Participant deferral / active EE | $3,010 | $5,621-46.4% | $5,060-40.5% | $6,691-55.0% |
| Admin fee / account holder | $438 | $9,750-95.5% | $8,391-94.8% | $13,402-96.7% |