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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 | $20,675 | $180,749-88.6% | $160,784-87.1% | $137,256-84.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 19.15% | 2234.46%-2215.3pp | 1803.92%-1784.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,309 | $4,155-68.5% | $3,733-64.9% | $4,156-68.5% |
| Participant deferral / active EE | $3,427 | $6,844-49.9% | $6,293-45.5% | $6,407-46.5% |
| Admin fee / account holder | $736 | $10,397-92.9% | $9,717-92.4% | $12,270-94.0% |