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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 | $22,790 | $104,937-78.3% | $84,628-73.1% | $152,897-85.1% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 20.76% | 373.88%-353.1pp | 258.80%-238.0pp | 345.43%-324.7pp |
| Employer contribution / active EE | $2,185 | $3,303-33.9% | $2,653-17.6% | $4,764-54.1% |
| Participant deferral / active EE | $7,203 | $4,690+53.6% | $3,900+84.7% | $5,851+23.1% |
| Admin fee / account holder | $1,123 | $6,243-82.0% | $4,914-77.2% | $11,599-90.3% |