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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 | $23,213 | $103,008-77.5% | $90,304-74.3% | $152,897-84.8% |
| Participation rate | 87.0% | 75.9%+11.1pp | 73.3%+13.7pp | 82.5%+4.5pp |
| Annual return | 24.41% | 95.22%-70.8pp | 78.13%-53.7pp | 345.43%-321.0pp |
| Employer contribution / active EE | $935 | $3,139-70.2% | $2,855-67.2% | $4,764-80.4% |
| Participant deferral / active EE | $4,108 | $4,281-4.0% | $3,885+5.7% | $5,851-29.8% |
| Admin fee / account holder | $325 | $6,175-94.7% | $5,354-93.9% | $11,599-97.2% |