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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 | $12,918 | $109,344-88.2% | $89,400-85.6% | $158,950-91.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 15.92% | 345.73%-329.8pp | 245.64%-229.7pp | 302.91%-287.0pp |
| Employer contribution / active EE | $1,030 | $3,170-67.5% | $2,586-60.2% | $4,762-78.4% |
| Participant deferral / active EE | $1,373 | $4,599-70.2% | $3,890-64.7% | $5,983-77.1% |
| Admin fee / account holder | $1,577 | $6,154-74.4% | $4,882-67.7% | $11,248-86.0% |