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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 | $20,126 | $112,935-82.2% | $90,970-77.9% | $158,966-87.3% |
| Participation rate | 72.2% | 74.7%-2.5pp | 69.0%+3.2pp | 82.0%-9.7pp |
| Annual return | 12.12% | 215.79%-203.7pp | 134.58%-122.5pp | 302.95%-290.8pp |
| Employer contribution / active EE | $1,778 | $2,895-38.6% | $2,122-16.2% | $4,762-62.7% |
| Participant deferral / active EE | $3,835 | $4,129-7.1% | $3,373+13.7% | $5,983-35.9% |
| Admin fee / account holder | $10,082 | $8,045+25.3% | $5,960+69.2% | $11,250-10.4% |