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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 | $23,169 | $141,004-83.6% | $112,273-79.4% | $139,466-83.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.88% | 32.75%-20.9pp | 30.23%-18.3pp | 373.66%-361.8pp |
| Employer contribution / active EE | $2,054 | $4,285-52.1% | $3,431-40.1% | $4,754-56.8% |
| Participant deferral / active EE | $2,054 | $5,878-65.0% | $4,800-57.2% | $6,712-69.4% |
| Admin fee / account holder | $4,252 | $9,959-57.3% | $7,752-45.2% | $11,409-62.7% |