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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 | $53,316 | $176,402-69.8% | $134,162-60.3% | $158,966-66.5% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 10.35% | 63.66%-53.3pp | 36.35%-26.0pp | 302.95%-292.6pp |
| Employer contribution / active EE | $202 | $5,042-96.0% | $3,705-94.6% | $4,762-95.8% |
| Participant deferral / active EE | $807 | $4,093-80.3% | $3,500-76.9% | $5,983-86.5% |
| Admin fee / account holder | $7,413 | $8,719-15.0% | $6,685+10.9% | $11,250-34.1% |