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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 | $21,347 | $111,814-80.9% | $93,654-77.2% | $145,959-85.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.10% | 203.30%-189.2pp | 133.34%-119.2pp | 561.95%-547.8pp |
| Employer contribution / active EE | $859 | $3,092-72.2% | $2,421-64.5% | $4,661-81.6% |
| Participant deferral / active EE | $1,808 | $4,914-63.2% | $4,413-59.0% | $6,689-73.0% |
| Admin fee / account holder | $1,666 | $10,246-83.7% | $8,282-79.9% | $13,398-87.6% |