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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 | $22,311 | $100,147-77.7% | $81,286-72.6% | $145,877-84.7% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.5%+24.6pp | 80.3%+13.8pp |
| Annual return | 12.05% | 34.44%-22.4pp | 24.80%-12.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,290 | $2,977-56.7% | $2,463-47.6% | $4,663-72.3% |
| Participant deferral / active EE | $4,127 | $4,607-10.4% | $3,883+6.3% | $6,691-38.3% |
| Admin fee / account holder | $477 | $8,201-94.2% | $5,764-91.7% | $13,402-96.4% |