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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 | $17,460 | $77,416-77.4% | $69,464-74.9% | $152,897-88.6% |
| Participation rate | 87.0% | 78.1%+8.9pp | 74.6%+12.4pp | 82.5%+4.5pp |
| Annual return | 21.36% | 39.08%-17.7pp | 28.98%-7.6pp | 345.43%-324.1pp |
| Employer contribution / active EE | $681 | $3,315-79.5% | $2,779-75.5% | $4,764-85.7% |
| Participant deferral / active EE | $4,218 | $4,413-4.4% | $3,536+19.3% | $5,851-27.9% |
| Admin fee / account holder | $1,434 | $6,208-76.9% | $3,840-62.7% | $11,599-87.6% |