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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 | $20,359 | $97,125-79.0% | $86,233-76.4% | $137,256-85.2% |
| Participation rate | 82.4% | 74.2%+8.2pp | 69.0%+13.3pp | 80.0%+2.4pp |
| Annual return | 21.46% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,320 | $2,841-53.5% | $2,504-47.3% | $4,156-68.2% |
| Participant deferral / active EE | $3,852 | $5,180-25.6% | $4,559-15.5% | $6,407-39.9% |
| Admin fee / account holder | $1,516 | $9,725-84.4% | $8,342-81.8% | $12,270-87.6% |