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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 | $125,778-87.9% | $114,563-86.7% | $154,746-90.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.9%+19.4pp | 80.7%+11.6pp |
| Annual return | 19.24% | 295.14%-275.9pp | 241.09%-221.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,055 | $2,806-62.4% | $2,592-59.3% | $4,379-75.9% |
| Participant deferral / active EE | $1,293 | $4,445-70.9% | $4,142-68.8% | $6,730-80.8% |
| Admin fee / account holder | $1,828 | $8,190-77.7% | $7,623-76.0% | $14,365-87.3% |