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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 | $20,327 | $107,934-81.2% | $91,989-77.9% | $152,870-86.7% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.4%+11.3pp |
| Annual return | 20.81% | 89.25%-68.4pp | 69.02%-48.2pp | 345.34%-324.5pp |
| Employer contribution / active EE | $891 | $4,210-78.8% | $3,452-74.2% | $4,763-81.3% |
| Participant deferral / active EE | $2,161 | $6,364-66.1% | $5,923-63.5% | $5,850-63.1% |
| Admin fee / account holder | $2,207 | $10,520-79.0% | $7,743-71.5% | $11,597-81.0% |