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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 | $24,548 | $111,535-78.0% | $105,223-76.7% | $137,256-82.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 13.80% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,378 | $3,939-39.6% | $3,689-35.5% | $4,156-42.8% |
| Participant deferral / active EE | $3,520 | $5,500-36.0% | $5,072-30.6% | $6,407-45.1% |
| Admin fee / account holder | $470 | $9,721-95.2% | $8,859-94.7% | $12,270-96.2% |