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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 | $13,338 | $103,949-87.2% | $69,182-80.7% | $273,972-95.1% |
| Participation rate | 92.9% | 67.4%+25.5pp | 55.1%+37.7pp | 83.0%+9.8pp |
| Annual return | 14.59% | 35.28%-20.7pp | -21.93%+36.5pp | 41.46%-26.9pp |
| Employer contribution / active EE | $11,311 | $1,783+534.4% | $1,206+837.7% | $4,869+132.3% |
| Participant deferral / active EE | $43 | $2,716-98.4% | $1,897-97.7% | $5,287-99.2% |
| Admin fee / account holder | $302 | $3,671-91.8% | $2,697-88.8% | $10,133-97.0% |