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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 | $19,471 | $202,440-90.4% | $169,390-88.5% | $139,466-86.0% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 13.59% | 532.36%-518.8pp | 406.07%-392.5pp | 373.66%-360.1pp |
| Employer contribution / active EE | $1,055 | $4,693-77.5% | $4,013-73.7% | $4,754-77.8% |
| Participant deferral / active EE | $3,302 | $6,940-52.4% | $6,222-46.9% | $6,712-50.8% |
| Admin fee / account holder | $494 | $10,722-95.4% | $9,015-94.5% | $11,409-95.7% |