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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 | $11,381 | $169,336-93.3% | $129,384-91.2% | $145,884-92.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 8.63% | 14408.70%-14400.1pp | 9461.77%-9453.1pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,114 | $5,540-61.8% | $4,153-49.1% | $4,662-54.7% |
| Participant deferral / active EE | $2,447 | $4,985-50.9% | $4,166-41.3% | $6,690-63.4% |
| Admin fee / account holder | $483 | $9,912-95.1% | $7,686-93.7% | $13,392-96.4% |