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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 | $31,552 | $77,449-59.3% | $69,483-54.6% | $152,909-79.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.5%+8.5pp |
| Annual return | 7.54% | 39.09%-31.6pp | 28.99%-21.4pp | 345.46%-337.9pp |
| Employer contribution / active EE | $1,451 | $3,316-56.2% | $2,780-47.8% | $4,764-69.5% |
| Participant deferral / active EE | $1,034 | $4,415-76.6% | $3,537-70.8% | $5,851-82.3% |
| Admin fee / account holder | $681 | $6,210-89.0% | $3,841-82.3% | $11,601-94.1% |