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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 | $19,620 | $115,917-83.1% | $100,535-80.5% | $158,982-87.7% |
| Participation rate | 82.4% | 81.6%+0.8pp | 79.4%+2.9pp | 82.0%+0.4pp |
| Annual return | 21.25% | 34.80%-13.6pp | 30.90%-9.6pp | 302.99%-281.7pp |
| Employer contribution / active EE | $1,623 | $4,105-60.5% | $3,419-52.5% | $4,763-65.9% |
| Participant deferral / active EE | $2,537 | $6,677-62.0% | $6,271-59.5% | $5,983-57.6% |
| Admin fee / account holder | $630 | $11,002-94.3% | $8,085-92.2% | $11,252-94.4% |