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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 | $21,120 | $107,368-80.3% | $92,915-77.3% | $152,909-86.2% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.5%-3.9pp |
| Annual return | 23.33% | 145.64%-122.3pp | 109.45%-86.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $986 | $4,222-76.7% | $3,653-73.0% | $4,764-79.3% |
| Participant deferral / active EE | $1,575 | $4,848-67.5% | $4,238-62.8% | $5,851-73.1% |
| Admin fee / account holder | $1,119 | $7,082-84.2% | $5,796-80.7% | $11,601-90.4% |