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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 | $22,102 | $175,231-87.4% | $149,696-85.2% | $139,466-84.2% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 13.45% | 166.77%-153.3pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,831 | $5,478-66.6% | $4,821-62.0% | $4,754-61.5% |
| Participant deferral / active EE | $3,148 | $6,521-51.7% | $5,682-44.6% | $6,712-53.1% |
| Admin fee / account holder | $6,679 | $16,155-58.7% | $13,212-49.4% | $11,409-41.5% |