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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 | $125,778-93.4% | $114,563-92.8% | $154,746-94.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.9%+16.0pp | 80.7%+8.2pp |
| Annual return | 17.43% | 295.14%-277.7pp | 241.09%-223.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,548 | $2,806-44.8% | $2,592-40.3% | $4,379-64.7% |
| Participant deferral / active EE | $2,800 | $4,445-37.0% | $4,142-32.4% | $6,730-58.4% |
| Admin fee / account holder | $2,007 | $8,190-75.5% | $7,623-73.7% | $14,365-86.0% |