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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 | $21,802 | $97,125-77.6% | $86,233-74.7% | $137,256-84.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 17.37% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,441 | $2,841-49.3% | $2,504-42.4% | $4,156-65.3% |
| Participant deferral / active EE | $2,327 | $5,180-55.1% | $4,559-49.0% | $6,407-63.7% |
| Admin fee / account holder | $811 | $9,725-91.7% | $8,342-90.3% | $12,270-93.4% |