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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 | $23,737 | $109,411-78.3% | $89,435-73.5% | $158,982-85.1% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 22.30% | 345.68%-323.4pp | 245.55%-223.3pp | 302.99%-280.7pp |
| Employer contribution / active EE | $1,040 | $3,173-67.2% | $2,587-59.8% | $4,763-78.2% |
| Participant deferral / active EE | $4,552 | $4,600-1.1% | $3,890+17.0% | $5,983-23.9% |
| Admin fee / account holder | $646 | $6,159-89.5% | $4,884-86.8% | $11,252-94.3% |