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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 | $23,715 | $69,274-65.8% | $64,097-63.0% | $139,487-83.0% |
| Participation rate | 81.3% | 75.6%+5.6pp | 72.3%+8.9pp | 80.3%+0.9pp |
| Annual return | 17.25% | 46.00%-28.7pp | 33.75%-16.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $1,195 | $3,187-62.5% | $2,750-56.5% | $4,755-74.9% |
| Participant deferral / active EE | $1,548 | $4,685-67.0% | $3,881-60.1% | $6,713-76.9% |
| Admin fee / account holder | $829 | $4,247-80.5% | $3,070-73.0% | $11,407-92.7% |