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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 | $23,963 | $176,402-86.4% | $134,162-82.1% | $158,966-84.9% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 8.00% | 63.66%-55.7pp | 36.35%-28.3pp | 302.95%-294.9pp |
| Employer contribution / active EE | $547 | $5,042-89.2% | $3,705-85.2% | $4,762-88.5% |
| Participant deferral / active EE | $660 | $4,093-83.9% | $3,500-81.1% | $5,983-89.0% |
| Admin fee / account holder | $739 | $8,719-91.5% | $6,685-89.0% | $11,250-93.4% |