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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 | $17,872 | $110,410-83.8% | $102,437-82.6% | $145,897-87.8% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 11.41% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,478 | $4,217-41.3% | $3,871-36.0% | $4,663-46.9% |
| Participant deferral / active EE | $2,620 | $5,622-53.4% | $5,060-48.2% | $6,689-60.8% |
| Admin fee / account holder | $4,346 | $9,745-55.4% | $8,388-48.2% | $13,390-67.5% |