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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 | $17,962 | $90,486-80.1% | $78,676-77.2% | $273,972-93.4% |
| Participation rate | 95.7% | 76.5%+19.1pp | 73.6%+22.1pp | 83.0%+12.6pp |
| Annual return | 7.41% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $683 | $3,175-78.5% | $2,850-76.0% | $4,869-86.0% |
| Participant deferral / active EE | $916 | $3,901-76.5% | $3,517-74.0% | $5,287-82.7% |
| Admin fee / account holder | $599 | $5,263-88.6% | $4,510-86.7% | $10,133-94.1% |