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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 | $30,427 | $111,830-72.8% | $93,696-67.5% | $145,884-79.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 12.13% | 204.08%-191.9pp | 133.74%-121.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,014 | $3,093-67.2% | $2,422-58.2% | $4,662-78.3% |
| Participant deferral / active EE | $1,481 | $4,920-69.9% | $4,417-66.5% | $6,690-77.9% |
| Admin fee / account holder | $452 | $10,249-95.6% | $8,287-94.6% | $13,392-96.6% |