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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 | $3,553 | $72,071-95.1% | $68,368-94.8% | $137,256-97.4% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 23.60% | 353.14%-329.5pp | 292.57%-269.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $719 | $2,788-74.2% | $2,649-72.9% | $4,156-82.7% |
| Participant deferral / active EE | $1,589 | $4,410-64.0% | $4,123-61.5% | $6,407-75.2% |
| Admin fee / account holder | $402 | $5,336-92.5% | $5,150-92.2% | $12,270-96.7% |