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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 | $60,645 | $93,346-35.0% | $71,796-15.5% | $273,970-77.9% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | 11.26% | 130.39%-119.1pp | 78.04%-66.8pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,308 | $2,733-52.2% | $1,924-32.0% | $4,869-73.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $650 | $6,571-90.1% | $4,815-86.5% | $10,132-93.6% |