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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 | $22,982 | $90,486-74.6% | $78,676-70.8% | $273,972-91.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 10.15% | 75.62%-65.5pp | 62.19%-52.0pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,119 | $3,175-33.2% | $2,850-25.6% | $4,869-56.5% |
| Participant deferral / active EE | $2,014 | $3,901-48.4% | $3,517-42.7% | $5,287-61.9% |
| Admin fee / account holder | $348 | $5,263-93.4% | $4,510-92.3% | $10,133-96.6% |