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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 | $20,426 | $77,416-73.6% | $69,464-70.6% | $152,897-86.6% |
| Participation rate | 92.9% | 78.1%+14.8pp | 74.6%+18.3pp | 82.5%+10.4pp |
| Annual return | 22.78% | 39.08%-16.3pp | 28.98%-6.2pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,094 | $3,315-67.0% | $2,779-60.6% | $4,764-77.0% |
| Participant deferral / active EE | $3,262 | $4,413-26.1% | $3,536-7.8% | $5,851-44.3% |
| Admin fee / account holder | $1,663 | $6,208-73.2% | $3,840-56.7% | $11,599-85.7% |