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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 | $17,991 | $102,595-82.5% | $94,057-80.9% | $154,746-88.4% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 80.7%-3.8pp |
| Annual return | 21.40% | 583.42%-562.0pp | 480.62%-459.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,682 | $3,147-46.5% | $2,933-42.6% | $4,379-61.6% |
| Participant deferral / active EE | $3,499 | $5,118-31.6% | $4,709-25.7% | $6,730-48.0% |
| Admin fee / account holder | $449 | $7,736-94.2% | $7,244-93.8% | $14,365-96.9% |