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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 | $17,342 | $105,929-83.6% | $81,716-78.8% | $158,966-89.1% |
| Participation rate | 95.2% | 75.6%+19.6pp | 72.0%+23.2pp | 82.0%+13.3pp |
| Annual return | 18.04% | 38.19%-20.2pp | 29.49%-11.5pp | 302.95%-284.9pp |
| Employer contribution / active EE | $996 | $7,802-87.2% | $4,310-76.9% | $4,762-79.1% |
| Participant deferral / active EE | $1,716 | $13,007-86.8% | $7,108-75.9% | $5,983-71.3% |
| Admin fee / account holder | $677 | $8,492-92.0% | $5,159-86.9% | $11,250-94.0% |