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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 | $20,884 | $111,878-81.3% | $93,727-77.7% | $145,897-85.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 11.58% | 204.28%-192.7pp | 133.83%-122.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,810 | $3,092-41.5% | $2,421-25.2% | $4,663-61.2% |
| Participant deferral / active EE | $1,823 | $4,920-62.9% | $4,417-58.7% | $6,689-72.7% |
| Admin fee / account holder | $363 | $10,256-96.5% | $8,292-95.6% | $13,390-97.3% |