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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 | $18,993 | $110,629-82.8% | $80,784-76.5% | $167,553-88.7% |
| Participation rate | 70.0% | 64.0%+6.0pp | 54.2%+15.8pp | 82.1%-12.1pp |
| Annual return | 12.51% | 120.58%-108.1pp | 87.31%-74.8pp | 478.89%-466.4pp |
| Employer contribution / active EE | $1,651 | $1,543+7.0% | $1,160+42.3% | $4,840-65.9% |
| Participant deferral / active EE | $2,969 | $2,871+3.4% | $2,145+38.4% | $6,343-53.2% |
| Admin fee / account holder | $4,011 | $4,547-11.8% | $3,380+18.7% | $12,316-67.4% |