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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 | $16,408 | $109,411-85.0% | $89,435-81.7% | $158,982-89.7% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.0%+25.8pp | 82.0%+11.8pp |
| Annual return | 26.14% | 345.68%-319.5pp | 245.55%-219.4pp | 302.99%-276.8pp |
| Employer contribution / active EE | $1,566 | $3,173-50.6% | $2,587-39.5% | $4,763-67.1% |
| Participant deferral / active EE | $4,158 | $4,600-9.6% | $3,890+6.9% | $5,983-30.5% |
| Admin fee / account holder | $414 | $6,159-93.3% | $4,884-91.5% | $11,252-96.3% |