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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 | $19,040 | $108,882-82.5% | $96,754-80.3% | $154,746-87.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 18.63% | 98.39%-79.8pp | 82.04%-63.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,520 | $3,018-49.6% | $2,679-43.3% | $4,379-65.3% |
| Participant deferral / active EE | $4,204 | $5,323-21.0% | $4,758-11.6% | $6,730-37.5% |
| Admin fee / account holder | $836 | $10,200-91.8% | $8,905-90.6% | $14,365-94.2% |