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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 | $8,009 | $114,013-93.0% | $103,693-92.3% | $155,188-94.8% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.8pp | 80.8%+9.7pp |
| Annual return | 42.23% | 49.31%-7.1pp | 47.61%-5.4pp | 148.84%-106.6pp |
| Employer contribution / active EE | $319 | $3,131-89.8% | $2,920-89.1% | $4,248-92.5% |
| Participant deferral / active EE | $1,618 | $4,970-67.4% | $4,579-64.7% | $6,531-75.2% |
| Admin fee / account holder | $1,936 | $8,407-77.0% | $7,858-75.4% | $14,480-86.6% |