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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 | $8,040 | $61,125-86.8% | $94,057-91.5% | $87,485-90.8% |
| Participation rate | 81.0% | 64.1%+16.9pp | 73.3%+7.6pp | 68.9%+12.0pp |
| Annual return | 19.12% | 35.20%-16.1pp | 480.62%-461.5pp | 26.06%-6.9pp |
| Employer contribution / active EE | $320 | $2,136-85.0% | $2,933-89.1% | $2,596-87.7% |
| Participant deferral / active EE | $1,015 | $3,260-68.9% | $4,709-78.4% | $4,274-76.2% |
| Admin fee / account holder | $353 | $5,629-93.7% | $7,244-95.1% | $7,775-95.5% |