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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 | $28,033 | $103,008-72.8% | $90,304-69.0% | $152,897-81.7% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.5%-0.1pp |
| Annual return | 24.67% | 95.22%-70.6pp | 78.13%-53.5pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,287 | $3,139-59.0% | $2,855-54.9% | $4,764-73.0% |
| Participant deferral / active EE | $1,724 | $4,281-59.7% | $3,885-55.6% | $5,851-70.5% |
| Admin fee / account holder | $429 | $6,175-93.1% | $5,354-92.0% | $11,599-96.3% |