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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 | $28,208 | $176,402-84.0% | $134,162-79.0% | $158,966-82.3% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 12.71% | 63.66%-50.9pp | 36.35%-23.6pp | 302.95%-290.2pp |
| Employer contribution / active EE | $3,424 | $5,042-32.1% | $3,705-7.6% | $4,762-28.1% |
| Participant deferral / active EE | $3,424 | $4,093-16.3% | $3,500-2.2% | $5,983-42.8% |
| Admin fee / account holder | $1,469 | $8,719-83.2% | $6,685-78.0% | $11,250-86.9% |