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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 | $23,457 | $211,288-88.9% | $178,540-86.9% | $145,884-83.9% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 12.67% | 30.27%-17.6pp | 27.15%-14.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,392 | $4,574-69.6% | $3,953-64.8% | $4,662-70.2% |
| Participant deferral / active EE | $2,226 | $6,967-68.0% | $6,281-64.6% | $6,690-66.7% |
| Admin fee / account holder | $304 | $12,105-97.5% | $10,424-97.1% | $13,392-97.7% |