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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 | $22,308 | $124,980-82.2% | $108,359-79.4% | $154,746-85.6% |
| Participation rate | 84.6% | 75.2%+9.4pp | 70.1%+14.5pp | 80.7%+3.9pp |
| Annual return | 20.39% | 45.00%-24.6pp | 36.89%-16.5pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,388 | $2,851-51.3% | $2,399-42.2% | $4,379-68.3% |
| Participant deferral / active EE | $3,444 | $4,743-27.4% | $4,137-16.7% | $6,730-48.8% |
| Admin fee / account holder | $492 | $11,502-95.7% | $9,741-95.0% | $14,365-96.6% |