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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 | $21,802 | $108,882-80.0% | $96,754-77.5% | $154,746-85.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 17.37% | 98.39%-81.0pp | 82.04%-64.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,441 | $3,018-52.2% | $2,679-46.2% | $4,379-67.1% |
| Participant deferral / active EE | $2,327 | $5,323-56.3% | $4,758-51.1% | $6,730-65.4% |
| Admin fee / account holder | $811 | $10,200-92.1% | $8,905-90.9% | $14,365-94.4% |