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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 | $24,771 | $114,013-78.3% | $103,693-76.1% | $155,188-84.0% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.2pp | 80.8%+12.1pp |
| Annual return | 20.25% | 49.31%-29.1pp | 47.61%-27.4pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,327 | $3,131-57.6% | $2,920-54.6% | $4,248-68.8% |
| Participant deferral / active EE | $2,164 | $4,970-56.4% | $4,579-52.7% | $6,531-66.9% |
| Admin fee / account holder | $1,150 | $8,407-86.3% | $7,858-85.4% | $14,480-92.1% |