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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 | $22,927 | $103,038-77.7% | $90,324-74.6% | $152,909-85.0% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.5%+7.0pp |
| Annual return | 23.01% | 95.25%-72.2pp | 78.15%-55.1pp | 345.46%-322.5pp |
| Employer contribution / active EE | $2,644 | $3,141-15.8% | $2,856-7.4% | $4,764-44.5% |
| Participant deferral / active EE | $1,275 | $4,282-70.2% | $3,885-67.2% | $5,851-78.2% |
| Admin fee / account holder | $384 | $6,177-93.8% | $5,356-92.8% | $11,601-96.7% |