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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 | $58,105 | $176,402-67.1% | $134,162-56.7% | $158,966-63.4% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 15.89% | 63.66%-47.8pp | 36.35%-20.5pp | 302.95%-287.1pp |
| Employer contribution / active EE | $642 | $5,042-87.3% | $3,705-82.7% | $4,762-86.5% |
| Participant deferral / active EE | $1,588 | $4,093-61.2% | $3,500-54.6% | $5,983-73.5% |
| Admin fee / account holder | $354 | $8,719-95.9% | $6,685-94.7% | $11,250-96.9% |