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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 | $20,970 | $63,703-67.1% | $93,063-77.5% | $82,448-74.6% |
| Participation rate | 92.0% | 63.8%+28.2pp | 72.1%+19.9pp | 68.1%+23.9pp |
| Annual return | 18.21% | -775.43%+793.6pp | 34.15%-15.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,500 | $1,729-13.2% | $2,476-39.4% | $2,551-41.2% |
| Participant deferral / active EE | $3,582 | $2,919+22.7% | $3,958-9.5% | $4,139-13.5% |
| Admin fee / account holder | $929 | $5,982-84.5% | $6,033-84.6% | $7,234-87.2% |