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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 | $21,204 | $97,125-78.2% | $86,233-75.4% | $137,256-84.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 17.84% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,206 | $2,841-57.6% | $2,504-51.8% | $4,156-71.0% |
| Participant deferral / active EE | $3,221 | $5,180-37.8% | $4,559-29.4% | $6,407-49.7% |
| Admin fee / account holder | $644 | $9,725-93.4% | $8,342-92.3% | $12,270-94.8% |