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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 | $13,342 | $162,529-91.8% | $130,788-89.8% | $154,746-91.4% |
| Participation rate | 76.9% | 75.9%+1.1pp | 70.1%+6.8pp | 80.7%-3.8pp |
| Annual return | 24.44% | 510.48%-486.0pp | 386.44%-362.0pp | 172.34%-147.9pp |
| Employer contribution / active EE | $589 | $4,447-86.8% | $3,558-83.4% | $4,379-86.5% |
| Participant deferral / active EE | $5,831 | $4,808+21.3% | $4,137+40.9% | $6,730-13.4% |
| Admin fee / account holder | $550 | $7,669-92.8% | $6,673-91.8% | $14,365-96.2% |