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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 | $23,892 | $110,278-78.3% | $95,740-75.0% | $139,466-82.9% |
| Participation rate | 93.3% | 75.7%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 18.21% | 27.19%-9.0pp | 28.41%-10.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,058 | $3,260-67.5% | $2,836-62.7% | $4,754-77.7% |
| Participant deferral / active EE | $1,962 | $4,674-58.0% | $4,244-53.8% | $6,712-70.8% |
| Admin fee / account holder | $380 | $6,613-94.2% | $5,676-93.3% | $11,409-96.7% |