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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 | $18,461 | $115,814-84.1% | $101,275-81.8% | $158,982-88.4% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 23.47% | 56.16%-32.7pp | 46.48%-23.0pp | 302.99%-279.5pp |
| Employer contribution / active EE | $1,096 | $4,176-73.7% | $3,660-70.0% | $4,763-77.0% |
| Participant deferral / active EE | $2,324 | $4,958-53.1% | $4,371-46.8% | $5,983-61.2% |
| Admin fee / account holder | $365 | $7,249-95.0% | $5,948-93.9% | $11,252-96.8% |