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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 | $12,868 | $72,071-82.1% | $68,368-81.2% | $137,256-90.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 14.78% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,997 | $2,788-28.4% | $2,649-24.6% | $4,156-52.0% |
| Participant deferral / active EE | $3,021 | $4,410-31.5% | $4,123-26.7% | $6,407-52.8% |
| Admin fee / account holder | $3,417 | $5,336-36.0% | $5,150-33.7% | $12,270-72.2% |