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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 | $16,766 | $77,638-78.4% | $156,551-89.3% | $62,881-73.3% |
| Participation rate | 93.1% | 71.2%+21.9pp | 84.0%+9.1pp | 69.3%+23.8pp |
| Annual return | 7.90% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $441 | $3,444-87.2% | $5,501-92.0% | $2,281-80.7% |
| Participant deferral / active EE | $1,927 | $3,046-36.7% | $4,871-60.4% | $3,203-39.8% |
| Admin fee / account holder | $2,847 | $5,561-48.8% | $13,028-78.1% | $4,296-33.7% |