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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 | $23,105 | $165,399-86.0% | $149,745-84.6% | $158,982-85.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 21.08% | 348.34%-327.3pp | 276.72%-255.6pp | 302.99%-281.9pp |
| Employer contribution / active EE | $2,028 | $5,105-60.3% | $4,646-56.3% | $4,763-57.4% |
| Participant deferral / active EE | $4,636 | $7,183-35.5% | $6,843-32.3% | $5,983-22.5% |
| Admin fee / account holder | $909 | $10,811-91.6% | $9,312-90.2% | $11,252-91.9% |