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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 | $16,218 | $108,882-85.1% | $96,754-83.2% | $154,746-89.5% |
| Participation rate | 81.0% | 75.1%+5.9pp | 70.3%+10.7pp | 80.7%+0.3pp |
| Annual return | 20.62% | 98.39%-77.8pp | 82.04%-61.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,857 | $3,018-38.5% | $2,679-30.7% | $4,379-57.6% |
| Participant deferral / active EE | $3,568 | $5,323-33.0% | $4,758-25.0% | $6,730-47.0% |
| Admin fee / account holder | $777 | $10,200-92.4% | $8,905-91.3% | $14,365-94.6% |