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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 | $13,527 | $103,038-86.9% | $90,324-85.0% | $152,909-91.2% |
| Participation rate | 77.3% | 75.9%+1.4pp | 73.3%+4.0pp | 82.5%-5.2pp |
| Annual return | 17.58% | 95.25%-77.7pp | 78.15%-60.6pp | 345.46%-327.9pp |
| Employer contribution / active EE | $1,085 | $3,141-65.4% | $2,856-62.0% | $4,764-77.2% |
| Participant deferral / active EE | $2,822 | $4,282-34.1% | $3,885-27.4% | $5,851-51.8% |
| Admin fee / account holder | $3,827 | $6,177-38.0% | $5,356-28.5% | $11,601-67.0% |