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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 | $21,113 | $106,923-80.3% | $84,023-74.9% | $152,909-86.2% |
| Participation rate | 77.8% | 75.3%+2.5pp | 69.0%+8.8pp | 82.5%-4.7pp |
| Annual return | 22.95% | 105.02%-82.1pp | 71.32%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $1,185 | $2,735-56.7% | $1,984-40.3% | $4,764-75.1% |
| Participant deferral / active EE | $2,016 | $4,013-49.8% | $3,239-37.8% | $5,851-65.5% |
| Admin fee / account holder | $1,249 | $8,289-84.9% | $6,102-79.5% | $11,601-89.2% |