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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 | $29,616 | $176,402-83.2% | $134,155-77.9% | $158,950-81.4% |
| Participation rate | 91.3% | 78.7%+12.6pp | 72.2%+19.1pp | 82.0%+9.3pp |
| Annual return | 15.11% | 63.66%-48.5pp | 36.34%-21.2pp | 302.91%-287.8pp |
| Employer contribution / active EE | $292 | $5,042-94.2% | $3,705-92.1% | $4,762-93.9% |
| Participant deferral / active EE | $1,581 | $4,093-61.4% | $3,500-54.8% | $5,983-73.6% |
| Admin fee / account holder | $1,304 | $8,719-85.0% | $6,685-80.5% | $11,248-88.4% |