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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 | $211,288-90.6% | $178,540-88.8% | $145,884-86.3% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.14% | 30.27%-17.1pp | 27.15%-14.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,307 | $4,574-71.4% | $3,953-66.9% | $4,662-72.0% |
| Participant deferral / active EE | $4,726 | $6,967-32.2% | $6,281-24.7% | $6,690-29.3% |
| Admin fee / account holder | $1,228 | $12,105-89.9% | $10,424-88.2% | $13,392-90.8% |