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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 | $70,366-68.4% | $66,674-66.6% | $138,895-84.0% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 18.15% | 386.41%-368.3pp | 321.24%-303.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $833 | $2,765-69.9% | $2,620-68.2% | $4,194-80.1% |
| Participant deferral / active EE | $4,058 | $4,374-7.2% | $4,084-0.6% | $6,396-36.6% |
| Admin fee / account holder | $345 | $5,262-93.4% | $5,098-93.2% | $12,562-97.3% |