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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 | $11,806 | $114,013-89.6% | $103,693-88.6% | $155,188-92.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 80.8%+10.1pp |
| Annual return | 20.76% | 49.31%-28.6pp | 47.61%-26.8pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,388 | $3,131-55.7% | $2,920-52.5% | $4,248-67.3% |
| Participant deferral / active EE | $2,508 | $4,970-49.5% | $4,579-45.2% | $6,531-61.6% |
| Admin fee / account holder | $311 | $8,407-96.3% | $7,858-96.0% | $14,480-97.9% |