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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 | $23,217 | $110,410-79.0% | $102,437-77.3% | $145,897-84.1% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 22.18% | 24.85%-2.7pp | 24.95%-2.8pp | 552.29%-530.1pp |
| Employer contribution / active EE | $2,327 | $4,217-44.8% | $3,871-39.9% | $4,663-50.1% |
| Participant deferral / active EE | $5,519 | $5,622-1.8% | $5,060+9.1% | $6,689-17.5% |
| Admin fee / account holder | $1,068 | $9,745-89.0% | $8,388-87.3% | $13,390-92.0% |