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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 | $20,303 | $100,203-79.7% | $85,240-76.2% | $145,897-86.1% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 11.99% | 84.28%-72.3pp | 66.75%-54.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,173 | $3,242-63.8% | $2,735-57.1% | $4,663-74.8% |
| Participant deferral / active EE | $2,024 | $5,299-61.8% | $4,527-55.3% | $6,689-69.7% |
| Admin fee / account holder | $6,331 | $7,265-12.9% | $6,165+2.7% | $13,390-52.7% |