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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 | $24,484 | $107,733-77.3% | $92,985-73.7% | $154,746-84.2% |
| Participation rate | 84.6% | 74.6%+10.1pp | 69.5%+15.1pp | 80.7%+3.9pp |
| Annual return | 24.70% | 30.39%-5.7pp | 27.99%-3.3pp | 172.34%-147.6pp |
| Employer contribution / active EE | $1,550 | $3,126-50.4% | $2,662-41.8% | $4,379-64.6% |
| Participant deferral / active EE | $3,888 | $5,053-23.1% | $4,377-11.2% | $6,730-42.2% |
| Admin fee / account holder | $584 | $11,369-94.9% | $9,463-93.8% | $14,365-95.9% |