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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 | $22,166 | $102,595-78.4% | $94,057-76.4% | $154,746-85.7% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 18.96% | 583.42%-564.5pp | 480.62%-461.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,395 | $3,147-55.7% | $2,933-52.4% | $4,379-68.1% |
| Participant deferral / active EE | $3,887 | $5,118-24.1% | $4,709-17.5% | $6,730-42.2% |
| Admin fee / account holder | $653 | $7,736-91.6% | $7,244-91.0% | $14,365-95.5% |