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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 | $19,469 | $108,882-82.1% | $96,754-79.9% | $154,746-87.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 21.54% | 98.39%-76.8pp | 82.04%-60.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $808 | $3,018-73.2% | $2,679-69.8% | $4,379-81.5% |
| Participant deferral / active EE | $3,907 | $5,323-26.6% | $4,758-17.9% | $6,730-41.9% |
| Admin fee / account holder | $669 | $10,200-93.4% | $8,905-92.5% | $14,365-95.3% |