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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 | $19,867 | $90,486-78.0% | $78,676-74.7% | $273,972-92.7% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 7.20% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,622 | $3,175-17.4% | $2,850-8.0% | $4,869-46.1% |
| Participant deferral / active EE | $585 | $3,901-85.0% | $3,517-83.4% | $5,287-88.9% |
| Admin fee / account holder | $1,470 | $5,263-72.1% | $4,510-67.4% | $10,133-85.5% |