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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 | $15,766 | $70,366-77.6% | $66,674-76.4% | $138,895-88.6% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 19.26% | 386.41%-367.1pp | 321.24%-302.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,615 | $2,765-41.6% | $2,620-38.3% | $4,194-61.5% |
| Participant deferral / active EE | $3,389 | $4,374-22.5% | $4,084-17.0% | $6,396-47.0% |
| Admin fee / account holder | $1,077 | $5,262-79.5% | $5,098-78.9% | $12,562-91.4% |