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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 | $18,176 | $180,749-89.9% | $160,784-88.7% | $137,256-86.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 17.40% | 2234.46%-2217.1pp | 1803.92%-1786.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,521 | $4,155-63.4% | $3,733-59.3% | $4,156-63.4% |
| Participant deferral / active EE | $2,399 | $6,844-65.0% | $6,293-61.9% | $6,407-62.6% |
| Admin fee / account holder | $1,924 | $10,397-81.5% | $9,717-80.2% | $12,270-84.3% |