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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 | $32,882 | $111,830-70.6% | $93,696-64.9% | $145,884-77.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 10.18% | 204.08%-193.9pp | 133.74%-123.6pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,098 | $3,093-64.5% | $2,422-54.7% | $4,662-76.4% |
| Participant deferral / active EE | $3,044 | $4,920-38.1% | $4,417-31.1% | $6,690-54.5% |
| Admin fee / account holder | $386 | $10,249-96.2% | $8,287-95.3% | $13,392-97.1% |