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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 | $19,806 | $112,933-82.5% | $90,970-78.2% | $158,982-87.5% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 18.24% | 215.82%-197.6pp | 134.60%-116.4pp | 302.99%-284.8pp |
| Employer contribution / active EE | $1,708 | $2,893-41.0% | $2,122-19.5% | $4,763-64.1% |
| Participant deferral / active EE | $3,622 | $4,128-12.3% | $3,373+7.4% | $5,983-39.5% |
| Admin fee / account holder | $2,159 | $8,047-73.2% | $5,961-63.8% | $11,252-80.8% |