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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 | $21,981 | $132,099-83.4% | $115,599-81.0% | $138,895-84.2% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.3%+14.0pp | 79.9%+8.3pp |
| Annual return | 15.63% | 176.76%-161.1pp | 111.10%-95.5pp | 145.39%-129.8pp |
| Employer contribution / active EE | $980 | $3,416-71.3% | $2,955-66.8% | $4,194-76.6% |
| Participant deferral / active EE | $2,472 | $5,617-56.0% | $4,889-49.4% | $6,396-61.3% |
| Admin fee / account holder | $714 | $15,650-95.4% | $12,841-94.4% | $12,562-94.3% |