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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 | $19,796 | $211,288-90.6% | $178,540-88.9% | $145,884-86.4% |
| Participation rate | 73.3% | 80.8%-7.5pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 12.06% | 30.27%-18.2pp | 27.15%-15.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,115 | $4,574-75.6% | $3,953-71.8% | $4,662-76.1% |
| Participant deferral / active EE | $3,137 | $6,967-55.0% | $6,281-50.1% | $6,690-53.1% |
| Admin fee / account holder | $619 | $12,105-94.9% | $10,424-94.1% | $13,392-95.4% |