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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 | $14,561 | $111,535-86.9% | $105,223-86.2% | $137,256-89.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 19.96% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,186 | $3,939-69.9% | $3,689-67.8% | $4,156-71.5% |
| Participant deferral / active EE | $4,289 | $5,500-22.0% | $5,072-15.4% | $6,407-33.1% |
| Admin fee / account holder | $2,144 | $9,721-77.9% | $8,859-75.8% | $12,270-82.5% |