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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 | $13,739 | $110,410-87.6% | $102,437-86.6% | $145,897-90.6% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.6pp |
| Annual return | 11.12% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,357 | $4,217-67.8% | $3,871-64.9% | $4,663-70.9% |
| Participant deferral / active EE | $2,640 | $5,622-53.0% | $5,060-47.8% | $6,689-60.5% |
| Admin fee / account holder | $3,027 | $9,745-68.9% | $8,388-63.9% | $13,390-77.4% |