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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 | $17,799 | $211,288-91.6% | $178,540-90.0% | $145,884-87.8% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 14.91% | 30.27%-15.4pp | 27.15%-12.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,000 | $4,574-78.1% | $3,953-74.7% | $4,662-78.6% |
| Participant deferral / active EE | $2,990 | $6,967-57.1% | $6,281-52.4% | $6,690-55.3% |
| Admin fee / account holder | $2,112 | $12,105-82.6% | $10,424-79.7% | $13,392-84.2% |