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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 | $11,826 | $108,882-89.1% | $96,754-87.8% | $154,746-92.4% |
| Participation rate | 91.3% | 75.1%+16.2pp | 70.3%+21.0pp | 80.7%+10.6pp |
| Annual return | 18.51% | 98.39%-79.9pp | 82.04%-63.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,898 | $3,018-37.1% | $2,679-29.2% | $4,379-56.7% |
| Participant deferral / active EE | $1,931 | $5,323-63.7% | $4,758-59.4% | $6,730-71.3% |
| Admin fee / account holder | $1,869 | $10,200-81.7% | $8,905-79.0% | $14,365-87.0% |