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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 | $18,553 | $100,139-81.5% | $85,187-78.2% | $145,884-87.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 16.72% | 84.15%-67.4pp | 66.67%-49.9pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,536 | $3,238-52.6% | $2,732-43.8% | $4,662-67.1% |
| Participant deferral / active EE | $3,594 | $5,296-32.1% | $4,525-20.6% | $6,690-46.3% |
| Admin fee / account holder | $1,389 | $7,262-80.9% | $6,162-77.5% | $13,392-89.6% |