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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 | $11,260 | $114,119-90.1% | $107,187-89.5% | $138,895-91.9% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 20.67% | 273.21%-252.5pp | 204.55%-183.9pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,666 | $4,059-58.9% | $3,782-55.9% | $4,194-60.3% |
| Participant deferral / active EE | $2,003 | $5,538-63.8% | $5,096-60.7% | $6,396-68.7% |
| Admin fee / account holder | $547 | $10,024-94.5% | $9,162-94.0% | $12,562-95.6% |