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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 | $7,849 | $72,071-89.1% | $68,368-88.5% | $137,256-94.3% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.0%-1.4pp |
| Annual return | 17.59% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,584 | $2,788-43.2% | $2,649-40.2% | $4,156-61.9% |
| Participant deferral / active EE | $2,217 | $4,410-49.7% | $4,123-46.2% | $6,407-65.4% |
| Admin fee / account holder | $1,266 | $5,336-76.3% | $5,150-75.4% | $12,270-89.7% |