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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 | $23,560 | $110,410-78.7% | $102,437-77.0% | $145,897-83.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.78% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,671 | $4,217-60.4% | $3,871-56.8% | $4,663-64.2% |
| Participant deferral / active EE | $3,508 | $5,622-37.6% | $5,060-30.7% | $6,689-47.6% |
| Admin fee / account holder | $831 | $9,745-91.5% | $8,388-90.1% | $13,390-93.8% |