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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 | $102,595-87.5% | $94,057-86.3% | $154,746-91.7% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 14.78% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,997 | $3,147-36.6% | $2,933-31.9% | $4,379-54.4% |
| Participant deferral / active EE | $3,021 | $5,118-41.0% | $4,709-35.9% | $6,730-55.1% |
| Admin fee / account holder | $3,417 | $7,736-55.8% | $7,244-52.8% | $14,365-76.2% |