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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 | $39,779 | $113,338-64.9% | $94,993-58.1% | $147,586-73.0% |
| Participation rate | 89.5% | 78.0%+11.5pp | 73.9%+15.6pp | 82.8%+6.6pp |
| Annual return | 18.60% | 20.80%-2.2pp | 27.14%-8.5pp | 578.59%-560.0pp |
| Employer contribution / active EE | $644 | $3,160-79.6% | $2,603-75.3% | $4,876-86.8% |
| Participant deferral / active EE | $1,366 | $3,777-63.8% | $3,317-58.8% | $5,439-74.9% |
| Admin fee / account holder | $595 | $6,063-90.2% | $4,960-88.0% | $10,886-94.5% |