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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 | $183,516-86.5% | $155,534-84.1% | $145,884-83.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 17.40% | 61.43%-44.0pp | 64.92%-47.5pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,729 | $5,315-67.5% | $4,675-63.0% | $4,662-62.9% |
| Participant deferral / active EE | $3,153 | $6,467-51.2% | $5,630-44.0% | $6,690-52.9% |
| Admin fee / account holder | $504 | $19,293-97.4% | $15,900-96.8% | $13,392-96.2% |