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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 | $99,995-82.9% | $85,063-79.9% | $145,978-88.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 11.46% | 83.99%-72.5pp | 66.54%-55.1pp | 550.52%-539.1pp |
| Employer contribution / active EE | $2,468 | $3,231-23.6% | $2,727-9.5% | $4,662-47.1% |
| Participant deferral / active EE | $4,394 | $5,295-17.0% | $4,523-2.8% | $6,690-34.3% |
| Admin fee / account holder | $7,529 | $7,255+3.8% | $6,155+22.3% | $13,400-43.8% |