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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 | $20,514 | $110,379-81.4% | $102,412-80.0% | $145,884-85.9% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 11.46% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,780 | $4,216-57.8% | $3,870-54.0% | $4,662-61.8% |
| Participant deferral / active EE | $3,302 | $5,622-41.3% | $5,060-34.7% | $6,690-50.6% |
| Admin fee / account holder | $2,073 | $9,745-78.7% | $8,388-75.3% | $13,392-84.5% |