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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 | $111,878-80.9% | $93,727-77.2% | $145,897-85.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.10% | 204.28%-190.2pp | 133.83%-119.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $859 | $3,092-72.2% | $2,421-64.5% | $4,663-81.6% |
| Participant deferral / active EE | $1,808 | $4,920-63.3% | $4,417-59.1% | $6,689-73.0% |
| Admin fee / account holder | $1,666 | $10,256-83.8% | $8,292-79.9% | $13,390-87.6% |