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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 | $33,185 | $118,708-72.0% | $98,920-66.5% | $158,966-79.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 18.18% | 372.49%-354.3pp | 196.47%-178.3pp | 302.95%-284.8pp |
| Employer contribution / active EE | $1,609 | $3,334-51.7% | $2,689-40.2% | $4,762-66.2% |
| Participant deferral / active EE | $2,225 | $5,089-56.3% | $4,245-47.6% | $5,983-62.8% |
| Admin fee / account holder | $517 | $10,134-94.9% | $6,643-92.2% | $11,250-95.4% |