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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 | $109,908-81.5% | $97,161-79.1% | $145,978-86.1% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 13.12% | 243.80%-230.7pp | 75.36%-62.2pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,017 | $3,077-66.9% | $2,723-62.7% | $4,662-78.2% |
| Participant deferral / active EE | $3,834 | $4,679-18.1% | $4,265-10.1% | $6,690-42.7% |
| Admin fee / account holder | $1,702 | $6,213-72.6% | $5,647-69.9% | $13,400-87.3% |