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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 | $23,208 | $148,582-84.4% | $135,942-82.9% | $139,456-83.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.35% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $2,218 | $5,245-57.7% | $4,858-54.3% | $4,753-53.3% |
| Participant deferral / active EE | $6,475 | $8,101-20.1% | $7,759-16.6% | $6,711-3.5% |
| Admin fee / account holder | $622 | $12,402-95.0% | $10,764-94.2% | $11,407-94.5% |