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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 | $21,585 | $134,817-84.0% | $123,973-82.6% | $155,188-86.1% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.7%+1.1pp | 80.8%-3.0pp |
| Annual return | 15.74% | 515.49%-499.7pp | 388.13%-372.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,911 | $4,425-56.8% | $4,126-53.7% | $4,248-55.0% |
| Participant deferral / active EE | $2,477 | $5,706-56.6% | $5,247-52.8% | $6,531-62.1% |
| Admin fee / account holder | $1,392 | $13,245-89.5% | $11,799-88.2% | $14,480-90.4% |