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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 | $21,942 | $111,830-80.4% | $93,696-76.6% | $145,884-85.0% |
| Participation rate | 95.8% | 74.2%+21.6pp | 68.7%+27.1pp | 80.3%+15.5pp |
| Annual return | 13.02% | 204.08%-191.1pp | 133.74%-120.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,248 | $3,093-27.3% | $2,422-7.2% | $4,662-51.8% |
| Participant deferral / active EE | $3,716 | $4,920-24.5% | $4,417-15.9% | $6,690-44.5% |
| Admin fee / account holder | $4,718 | $10,249-54.0% | $8,287-43.1% | $13,392-64.8% |