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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 | $4,992 | $69,118-92.8% | $53,647-90.7% | $138,895-96.4% |
| Participation rate | 85.7% | 64.0%+21.7pp | 56.3%+29.4pp | 79.9%+5.8pp |
| Annual return | 22.42% | 248.26%-225.8pp | 358.33%-335.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,293 | $1,189+8.7% | $962+34.4% | $4,194-69.2% |
| Participant deferral / active EE | $1,615 | $2,274-29.0% | $1,813-10.9% | $6,396-74.8% |
| Admin fee / account holder | $709 | $2,724-74.0% | $2,460-71.2% | $12,562-94.4% |