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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 | $11,887 | $108,882-89.1% | $96,754-87.7% | $154,746-92.3% |
| Participation rate | 94.7% | 75.1%+19.7pp | 70.3%+24.5pp | 80.7%+14.0pp |
| Annual return | 24.79% | 98.39%-73.6pp | 82.04%-57.2pp | 172.34%-147.5pp |
| Employer contribution / active EE | $2,017 | $3,018-33.2% | $2,679-24.7% | $4,379-54.0% |
| Participant deferral / active EE | $3,124 | $5,323-41.3% | $4,758-34.3% | $6,730-53.6% |
| Admin fee / account holder | $524 | $10,200-94.9% | $8,905-94.1% | $14,365-96.4% |