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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 | $12,078 | $172,111-93.0% | $150,298-92.0% | $137,256-91.2% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 19.04% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,566 | $4,636-66.2% | $4,154-62.3% | $4,156-62.3% |
| Participant deferral / active EE | $2,290 | $6,166-62.9% | $5,453-58.0% | $6,407-64.3% |
| Admin fee / account holder | $2,112 | $16,471-87.2% | $14,116-85.0% | $12,270-82.8% |