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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 | $6,826 | $101,618-93.3% | $93,063-92.7% | $137,256-95.0% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 13.26% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $889 | $2,707-67.2% | $2,476-64.1% | $4,156-78.6% |
| Participant deferral / active EE | $1,394 | $4,279-67.4% | $3,958-64.8% | $6,407-78.2% |
| Admin fee / account holder | $1,997 | $6,198-67.8% | $6,033-66.9% | $12,270-83.7% |