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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 | $109,344-78.3% | $89,400-73.4% | $158,950-85.1% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 22.30% | 345.73%-323.4pp | 245.64%-223.3pp | 302.91%-280.6pp |
| Employer contribution / active EE | $1,040 | $3,170-67.2% | $2,586-59.8% | $4,762-78.2% |
| Participant deferral / active EE | $4,552 | $4,599-1.0% | $3,890+17.0% | $5,983-23.9% |
| Admin fee / account holder | $646 | $6,154-89.5% | $4,882-86.8% | $11,248-94.3% |