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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 | $10,427 | $72,071-85.5% | $68,368-84.7% | $137,256-92.4% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 24.62% | 353.14%-328.5pp | 292.57%-268.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,448 | $2,788-48.1% | $2,649-45.3% | $4,156-65.2% |
| Participant deferral / active EE | $2,198 | $4,410-50.2% | $4,123-46.7% | $6,407-65.7% |
| Admin fee / account holder | $574 | $5,336-89.2% | $5,150-88.8% | $12,270-95.3% |