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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 | $8,891 | $70,366-87.4% | $66,674-86.7% | $138,895-93.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 18.03% | 386.41%-368.4pp | 321.24%-303.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,317 | $2,765-52.4% | $2,620-49.7% | $4,194-68.6% |
| Participant deferral / active EE | $2,157 | $4,374-50.7% | $4,084-47.2% | $6,396-66.3% |
| Admin fee / account holder | $853 | $5,262-83.8% | $5,098-83.3% | $12,562-93.2% |