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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 | $16,498 | $107,368-84.6% | $92,915-82.2% | $152,909-89.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 28.08% | 145.64%-117.6pp | 109.45%-81.4pp | 345.46%-317.4pp |
| Employer contribution / active EE | $3,044 | $4,222-27.9% | $3,653-16.7% | $4,764-36.1% |
| Participant deferral / active EE | $4,681 | $4,848-3.4% | $4,238+10.5% | $5,851-20.0% |
| Admin fee / account holder | $308 | $7,082-95.7% | $5,796-94.7% | $11,601-97.3% |