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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 | $16,453 | $154,754-89.4% | $124,206-86.8% | $138,895-88.2% |
| Participation rate | 94.7% | 75.5%+19.3pp | 69.6%+25.2pp | 79.9%+14.8pp |
| Annual return | 21.35% | 709.28%-687.9pp | 515.27%-493.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,584 | $4,446-41.9% | $3,540-27.0% | $4,194-38.4% |
| Participant deferral / active EE | $2,726 | $4,621-41.0% | $3,968-31.3% | $6,396-57.4% |
| Admin fee / account holder | $1,121 | $6,690-83.2% | $5,929-81.1% | $12,562-91.1% |