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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 | $18,237 | $211,288-91.4% | $178,540-89.8% | $145,884-87.5% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 14.08% | 30.27%-16.2pp | 27.15%-13.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,435 | $4,574-68.6% | $3,953-63.7% | $4,662-69.2% |
| Participant deferral / active EE | $4,733 | $6,967-32.1% | $6,281-24.6% | $6,690-29.3% |
| Admin fee / account holder | $359 | $12,105-97.0% | $10,424-96.6% | $13,392-97.3% |