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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 | $30,420 | $110,410-72.4% | $102,437-70.3% | $145,897-79.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.81% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,803 | $4,217-57.2% | $3,871-53.4% | $4,663-61.3% |
| Participant deferral / active EE | $2,230 | $5,622-60.3% | $5,060-55.9% | $6,689-66.7% |
| Admin fee / account holder | $848 | $9,745-91.3% | $8,388-89.9% | $13,390-93.7% |