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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 | $102,978-77.7% | $90,287-74.6% | $152,870-85.0% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 23.01% | 95.17%-72.2pp | 78.10%-55.1pp | 345.34%-322.3pp |
| Employer contribution / active EE | $2,644 | $3,139-15.8% | $2,855-7.4% | $4,763-44.5% |
| Participant deferral / active EE | $1,275 | $4,281-70.2% | $3,885-67.2% | $5,850-78.2% |
| Admin fee / account holder | $384 | $6,171-93.8% | $5,351-92.8% | $11,597-96.7% |