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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 | $23,234 | $109,372-78.8% | $89,414-74.0% | $158,966-85.4% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 17.33% | 345.55%-328.2pp | 245.50%-228.2pp | 302.95%-285.6pp |
| Employer contribution / active EE | $6,547 | $3,171+106.4% | $2,586+153.1% | $4,762+37.5% |
| Participant deferral / active EE | $1,245 | $4,598-72.9% | $3,890-68.0% | $5,983-79.2% |
| Admin fee / account holder | $381 | $6,156-93.8% | $4,883-92.2% | $11,250-96.6% |