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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 | $24,715 | $183,592-86.5% | $155,567-84.1% | $145,959-83.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 17.40% | 61.24%-43.8pp | 64.74%-47.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,729 | $5,315-67.5% | $4,674-63.0% | $4,661-62.9% |
| Participant deferral / active EE | $3,153 | $6,464-51.2% | $5,628-44.0% | $6,689-52.9% |
| Admin fee / account holder | $504 | $19,318-97.4% | $15,916-96.8% | $13,398-96.2% |