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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 | $18,576 | $107,353-82.7% | $92,903-80.0% | $152,885-87.8% |
| Participation rate | 95.2% | 79.8%+15.5pp | 76.0%+19.2pp | 82.5%+12.8pp |
| Annual return | 21.17% | 145.62%-124.4pp | 109.43%-88.3pp | 345.39%-324.2pp |
| Employer contribution / active EE | $1,392 | $4,222-67.0% | $3,653-61.9% | $4,763-70.8% |
| Participant deferral / active EE | $2,210 | $4,848-54.4% | $4,238-47.8% | $5,851-62.2% |
| Admin fee / account holder | $527 | $7,081-92.6% | $5,795-90.9% | $11,598-95.5% |