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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 | $19,182 | $77,638-75.3% | $156,551-87.7% | $62,881-69.5% |
| Participation rate | 92.2% | 71.2%+21.0pp | 84.0%+8.1pp | 69.3%+22.9pp |
| Annual return | 6.96% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $411 | $3,444-88.1% | $5,501-92.5% | $2,281-82.0% |
| Participant deferral / active EE | $1,605 | $3,046-47.3% | $4,871-67.1% | $3,203-49.9% |
| Admin fee / account holder | $620 | $5,561-88.9% | $13,028-95.2% | $4,296-85.6% |