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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 | $20,353 | $109,967-81.5% | $97,197-79.1% | $145,877-86.0% |
| Participation rate | 92.9% | 76.0%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 13.12% | 244.27%-231.1pp | 75.47%-62.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,017 | $3,077-66.9% | $2,723-62.6% | $4,663-78.2% |
| Participant deferral / active EE | $3,834 | $4,676-18.0% | $4,263-10.1% | $6,691-42.7% |
| Admin fee / account holder | $1,702 | $6,199-72.5% | $5,637-69.8% | $13,402-87.3% |