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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 | $42,451 | $114,013-62.8% | $103,693-59.1% | $155,188-72.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 80.8%+9.2pp |
| Annual return | 11.19% | 49.31%-38.1pp | 47.61%-36.4pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,320 | $3,131-57.8% | $2,920-54.8% | $4,248-68.9% |
| Participant deferral / active EE | $1,320 | $4,970-73.4% | $4,579-71.2% | $6,531-79.8% |
| Admin fee / account holder | $1,811 | $8,407-78.5% | $7,858-77.0% | $14,480-87.5% |