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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 | $15,250 | $101,618-85.0% | $93,063-83.6% | $137,256-88.9% |
| Participation rate | 92.3% | 74.9%+17.4pp | 72.1%+20.2pp | 80.0%+12.3pp |
| Annual return | 19.24% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,055 | $2,707-61.0% | $2,476-57.4% | $4,156-74.6% |
| Participant deferral / active EE | $1,293 | $4,279-69.8% | $3,958-67.3% | $6,407-79.8% |
| Admin fee / account holder | $1,828 | $6,198-70.5% | $6,033-69.7% | $12,270-85.1% |