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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 | $20,371 | $100,938-79.8% | $90,461-77.5% | $158,982-87.2% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.7%+3.5pp | 82.0%-5.8pp |
| Annual return | 22.35% | 1727.20%-1704.9pp | 1294.76%-1272.4pp | 302.99%-280.6pp |
| Employer contribution / active EE | $1,311 | $3,691-64.5% | $3,264-59.8% | $4,763-72.5% |
| Participant deferral / active EE | $3,321 | $4,350-23.6% | $3,964-16.2% | $5,983-44.5% |
| Admin fee / account holder | $465 | $6,510-92.9% | $5,617-91.7% | $11,252-95.9% |