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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 | $17,066 | $100,203-83.0% | $85,240-80.0% | $145,897-88.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 11.46% | 84.28%-72.8pp | 66.75%-55.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,468 | $3,242-23.9% | $2,735-9.8% | $4,663-47.1% |
| Participant deferral / active EE | $4,394 | $5,299-17.1% | $4,527-2.9% | $6,689-34.3% |
| Admin fee / account holder | $7,529 | $7,265+3.6% | $6,165+22.1% | $13,390-43.8% |