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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 | $22,128 | $97,125-77.2% | $86,233-74.3% | $137,256-83.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 14.78% | 74.19%-59.4pp | 61.39%-46.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $673 | $2,841-76.3% | $2,504-73.1% | $4,156-83.8% |
| Participant deferral / active EE | $1,645 | $5,180-68.2% | $4,559-63.9% | $6,407-74.3% |
| Admin fee / account holder | $1,465 | $9,725-84.9% | $8,342-82.4% | $12,270-88.1% |