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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 | $14,889 | $169,356-91.2% | $129,406-88.5% | $145,897-89.8% |
| Participation rate | 81.3% | 76.5%+4.7pp | 69.6%+11.6pp | 80.3%+0.9pp |
| Annual return | 15.23% | 14418.62%-14403.4pp | 9468.18%-9452.9pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,806 | $5,542-49.4% | $4,155-32.5% | $4,663-39.8% |
| Participant deferral / active EE | $5,064 | $4,987+1.6% | $4,167+21.5% | $6,689-24.3% |
| Admin fee / account holder | $366 | $9,915-96.3% | $7,689-95.2% | $13,390-97.3% |