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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 | $17,273 | $104,937-83.5% | $84,628-79.6% | $152,897-88.7% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.5%+9.9pp |
| Annual return | 27.56% | 373.88%-346.3pp | 258.80%-231.2pp | 345.43%-317.9pp |
| Employer contribution / active EE | $2,086 | $3,303-36.8% | $2,653-21.4% | $4,764-56.2% |
| Participant deferral / active EE | $3,697 | $4,690-21.2% | $3,900-5.2% | $5,851-36.8% |
| Admin fee / account holder | $16,652 | $6,243+166.7% | $4,914+238.9% | $11,599+43.6% |