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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 | $24,381 | $98,240-75.2% | $82,313-70.4% | $147,585-83.5% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 19.97% | 30.85%-10.9pp | 25.88%-5.9pp | 578.58%-558.6pp |
| Employer contribution / active EE | $1,308 | $3,192-59.0% | $2,428-46.1% | $4,876-73.2% |
| Participant deferral / active EE | $2,004 | $4,383-54.3% | $3,706-45.9% | $5,439-63.1% |
| Admin fee / account holder | $458 | $8,563-94.6% | $5,608-91.8% | $10,886-95.8% |