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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 | $14,166 | $109,411-87.1% | $89,435-84.2% | $158,982-91.1% |
| Participation rate | 88.2% | 74.3%+14.0pp | 68.0%+20.3pp | 82.0%+6.3pp |
| Annual return | 26.21% | 345.68%-319.5pp | 245.55%-219.3pp | 302.99%-276.8pp |
| Employer contribution / active EE | $1,813 | $3,173-42.9% | $2,587-29.9% | $4,763-61.9% |
| Participant deferral / active EE | $3,522 | $4,600-23.4% | $3,890-9.5% | $5,983-41.1% |
| Admin fee / account holder | $2,616 | $6,159-57.5% | $4,884-46.4% | $11,252-76.7% |