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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 | $25,192 | $90,486-72.2% | $78,676-68.0% | $273,972-90.8% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 15.02% | 75.62%-60.6pp | 62.19%-47.2pp | 41.46%-26.4pp |
| Employer contribution / active EE | $421 | $3,175-86.7% | $2,850-85.2% | $4,869-91.3% |
| Participant deferral / active EE | $926 | $3,901-76.3% | $3,517-73.7% | $5,287-82.5% |
| Admin fee / account holder | $2,582 | $5,263-50.9% | $4,510-42.7% | $10,133-74.5% |