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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 | $8,281 | $101,618-91.9% | $93,063-91.1% | $137,256-94.0% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 17.43% | 223.95%-206.5pp | 34.15%-16.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,548 | $2,707-42.8% | $2,476-37.5% | $4,156-62.8% |
| Participant deferral / active EE | $2,800 | $4,279-34.6% | $3,958-29.3% | $6,407-56.3% |
| Admin fee / account holder | $2,007 | $6,198-67.6% | $6,033-66.7% | $12,270-83.6% |