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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 | $19,964 | $211,224-90.5% | $178,505-88.8% | $145,897-86.3% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.14% | 30.28%-17.1pp | 27.16%-14.0pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,307 | $4,577-71.5% | $3,955-67.0% | $4,663-72.0% |
| Participant deferral / active EE | $4,726 | $6,966-32.2% | $6,280-24.7% | $6,689-29.3% |
| Admin fee / account holder | $1,228 | $12,109-89.9% | $10,428-88.2% | $13,390-90.8% |