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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 | $22,685 | $110,039-79.4% | $97,260-76.7% | $145,884-84.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.62% | 244.44%-232.8pp | 75.54%-63.9pp | 551.85%-540.2pp |
| Employer contribution / active EE | $882 | $3,074-71.3% | $2,721-67.6% | $4,662-81.1% |
| Participant deferral / active EE | $3,776 | $4,674-19.2% | $4,262-11.4% | $6,690-43.6% |
| Admin fee / account holder | $668 | $6,204-89.2% | $5,640-88.1% | $13,392-95.0% |