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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 | $20,939 | $107,363-80.5% | $92,909-77.5% | $152,897-86.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 24.21% | 145.63%-121.4pp | 109.44%-85.2pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,304 | $4,222-69.1% | $3,653-64.3% | $4,764-72.6% |
| Participant deferral / active EE | $2,167 | $4,848-55.3% | $4,238-48.9% | $5,851-63.0% |
| Admin fee / account holder | $793 | $7,082-88.8% | $5,795-86.3% | $11,599-93.2% |