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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 | $15,933 | $127,273-87.5% | $109,895-85.5% | $167,518-90.5% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.2%+10.0pp | 82.1%+2.1pp |
| Annual return | 14.92% | 22.97%-8.1pp | 29.46%-14.5pp | 478.71%-463.8pp |
| Employer contribution / active EE | $830 | $3,324-75.0% | $2,843-70.8% | $4,838-82.8% |
| Participant deferral / active EE | $1,264 | $4,515-72.0% | $4,049-68.8% | $6,342-80.1% |
| Admin fee / account holder | $1,129 | $7,117-84.1% | $6,067-81.4% | $12,312-90.8% |