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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 | $23,268 | $125,237-81.4% | $105,608-78.0% | $145,877-84.0% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 14.79% | 225.76%-211.0pp | 116.50%-101.7pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,404 | $3,720-62.3% | $3,167-55.7% | $4,663-69.9% |
| Participant deferral / active EE | $9,812 | $5,711+71.8% | $5,010+95.9% | $6,691+46.7% |
| Admin fee / account holder | $1,181 | $17,287-93.2% | $11,028-89.3% | $13,402-91.2% |