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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 | $24,802 | $100,073-75.2% | $85,126-70.9% | $145,877-83.0% |
| Participation rate | 85.0% | 74.1%+10.9pp | 67.5%+17.5pp | 80.3%+4.7pp |
| Annual return | 21.23% | 84.11%-62.9pp | 66.63%-45.4pp | 551.28%-530.1pp |
| Employer contribution / active EE | $1,554 | $3,236-52.0% | $2,731-43.1% | $4,663-66.7% |
| Participant deferral / active EE | $2,458 | $5,294-53.6% | $4,523-45.7% | $6,691-63.3% |
| Admin fee / account holder | $323 | $7,261-95.6% | $6,160-94.8% | $13,402-97.6% |