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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 | $21,210 | $77,416-72.6% | $69,464-69.5% | $152,897-86.1% |
| Participation rate | 95.5% | 78.1%+17.4pp | 74.6%+20.9pp | 82.5%+13.0pp |
| Annual return | 22.73% | 39.08%-16.3pp | 28.98%-6.2pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,085 | $3,315-67.3% | $2,779-61.0% | $4,764-77.2% |
| Participant deferral / active EE | $1,067 | $4,413-75.8% | $3,536-69.8% | $5,851-81.8% |
| Admin fee / account holder | $474 | $6,208-92.4% | $3,840-87.7% | $11,599-95.9% |