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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 | $23,414 | $123,859-81.1% | $69,632-66.4% | $145,897-84.0% |
| Participation rate | 81.8% | 69.2%+12.6pp | 66.4%+15.4pp | 80.3%+1.5pp |
| Annual return | 10.50% | 192.49%-182.0pp | 101.32%-90.8pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,115 | $2,673-58.3% | $1,708-34.7% | $4,663-76.1% |
| Participant deferral / active EE | $1,689 | $4,242-60.2% | $2,889-41.5% | $6,689-74.8% |
| Admin fee / account holder | $444 | $7,817-94.3% | $4,695-90.5% | $13,390-96.7% |