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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 | $24,264 | $97,125-75.0% | $86,233-71.9% | $137,256-82.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 20.82% | 74.19%-53.4pp | 61.39%-40.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,456 | $2,841-48.8% | $2,504-41.9% | $4,156-65.0% |
| Participant deferral / active EE | $4,050 | $5,180-21.8% | $4,559-11.2% | $6,407-36.8% |
| Admin fee / account holder | $389 | $9,725-96.0% | $8,342-95.3% | $12,270-96.8% |