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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 | $4,558 | $69,118-93.4% | $53,647-91.5% | $138,895-96.7% |
| Participation rate | 87.5% | 64.0%+23.5pp | 56.3%+31.2pp | 79.9%+7.6pp |
| Annual return | 24.23% | 248.26%-224.0pp | 358.33%-334.1pp | 145.39%-121.2pp |
| Employer contribution / active EE | $825 | $1,189-30.7% | $962-14.3% | $4,194-80.3% |
| Participant deferral / active EE | $933 | $2,274-59.0% | $1,813-48.5% | $6,396-85.4% |
| Admin fee / account holder | $343 | $2,724-87.4% | $2,460-86.0% | $12,562-97.3% |