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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 | $30,004 | $99,079-69.7% | $78,002-61.5% | $273,972-89.0% |
| Participation rate | 84.6% | 78.6%+6.0pp | 75.5%+9.1pp | 83.0%+1.6pp |
| Annual return | 5.95% | 217.93%-212.0pp | 425.99%-420.0pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,138 | $3,308-65.6% | $2,470-53.9% | $4,869-76.6% |
| Participant deferral / active EE | $1,887 | $4,306-56.2% | $3,497-46.0% | $5,287-64.3% |
| Admin fee / account holder | $429 | $8,954-95.2% | $5,481-92.2% | $10,133-95.8% |