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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 | $22,523 | $165,939-86.4% | $122,354-81.6% | $147,586-84.7% |
| Participation rate | 94.4% | 79.6%+14.9pp | 71.6%+22.8pp | 82.8%+11.6pp |
| Annual return | 14.10% | 34.56%-20.5pp | 30.28%-16.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,763 | $5,754-69.4% | $4,051-56.5% | $4,876-63.9% |
| Participant deferral / active EE | $2,956 | $4,005-26.2% | $3,287-10.1% | $5,439-45.6% |
| Admin fee / account holder | $998 | $7,425-86.6% | $5,479-81.8% | $10,886-90.8% |