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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 | $24,344 | $162,529-85.0% | $130,788-81.4% | $154,746-84.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 18.72% | 510.48%-491.8pp | 386.44%-367.7pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,877 | $4,447-35.3% | $3,558-19.2% | $4,379-34.3% |
| Participant deferral / active EE | $2,877 | $4,808-40.2% | $4,137-30.5% | $6,730-57.3% |
| Admin fee / account holder | $417 | $7,669-94.6% | $6,673-93.7% | $14,365-97.1% |