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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 | $22,260 | $72,071-69.1% | $68,368-67.4% | $137,256-83.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 18.15% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $833 | $2,788-70.1% | $2,649-68.6% | $4,156-80.0% |
| Participant deferral / active EE | $4,058 | $4,410-8.0% | $4,123-1.6% | $6,407-36.7% |
| Admin fee / account holder | $345 | $5,336-93.5% | $5,150-93.3% | $12,270-97.2% |