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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 | $169,361-93.3% | $129,397-91.2% | $145,877-92.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 8.63% | 14395.54%-14386.9pp | 9453.98%-9445.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,114 | $5,542-61.9% | $4,154-49.1% | $4,663-54.7% |
| Participant deferral / active EE | $2,447 | $4,987-50.9% | $4,167-41.3% | $6,691-63.4% |
| Admin fee / account holder | $483 | $9,903-95.1% | $7,679-93.7% | $13,402-96.4% |