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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 | $11,505 | $154,754-92.6% | $124,206-90.7% | $138,895-91.7% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.6%+18.7pp | 79.9%+8.3pp |
| Annual return | 16.19% | 709.28%-693.1pp | 515.27%-499.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,994 | $4,446-55.2% | $3,540-43.7% | $4,194-52.5% |
| Participant deferral / active EE | $3,579 | $4,621-22.5% | $3,968-9.8% | $6,396-44.0% |
| Admin fee / account holder | $7,205 | $6,690+7.7% | $5,929+21.5% | $12,562-42.6% |