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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 | $14,444 | $114,013-87.3% | $103,693-86.1% | $155,188-90.7% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.2pp | 80.8%+8.1pp |
| Annual return | 17.68% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,939 | $3,131-38.1% | $2,920-33.6% | $4,248-54.3% |
| Participant deferral / active EE | $3,444 | $4,970-30.7% | $4,579-24.8% | $6,531-47.3% |
| Admin fee / account holder | $524 | $8,407-93.8% | $7,858-93.3% | $14,480-96.4% |