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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 | $44,221 | $125,193-64.7% | $105,591-58.1% | $145,978-69.7% |
| Participation rate | 78.9% | 77.6%+1.3pp | 75.3%+3.7pp | 80.3%-1.3pp |
| Annual return | 13.31% | 225.53%-212.2pp | 116.43%-103.1pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,209 | $3,718-67.5% | $3,166-61.8% | $4,662-74.1% |
| Participant deferral / active EE | $1,627 | $5,708-71.5% | $5,008-67.5% | $6,690-75.7% |
| Admin fee / account holder | $2,246 | $17,277-87.0% | $11,024-79.6% | $13,400-83.2% |