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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 | $1,817 | $69,118-97.4% | $53,647-96.6% | $138,895-98.7% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 14.66% | 248.26%-233.6pp | 358.33%-343.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $487 | $1,189-59.0% | $962-49.4% | $4,194-88.4% |
| Participant deferral / active EE | $600 | $2,274-73.6% | $1,813-66.9% | $6,396-90.6% |
| Admin fee / account holder | $696 | $2,724-74.4% | $2,460-71.7% | $12,562-94.5% |