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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 | $17,050 | $77,638-78.0% | $156,551-89.1% | $62,881-72.9% |
| Participation rate | 93.8% | 71.2%+22.6pp | 84.0%+9.7pp | 69.3%+24.4pp |
| Annual return | 6.57% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $714 | $3,444-79.3% | $5,501-87.0% | $2,281-68.7% |
| Participant deferral / active EE | $921 | $3,046-69.8% | $4,871-81.1% | $3,203-71.2% |
| Admin fee / account holder | $1,509 | $5,561-72.9% | $13,028-88.4% | $4,296-64.9% |