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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 | $16,533 | $109,344-84.9% | $89,400-81.5% | $158,950-89.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 26.58% | 345.73%-319.2pp | 245.64%-219.1pp | 302.91%-276.3pp |
| Employer contribution / active EE | $645 | $3,170-79.7% | $2,586-75.1% | $4,762-86.5% |
| Participant deferral / active EE | $3,102 | $4,599-32.6% | $3,890-20.3% | $5,983-48.2% |
| Admin fee / account holder | $951 | $6,154-84.6% | $4,882-80.5% | $11,248-91.5% |