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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 | $10,111 | $114,119-91.1% | $107,187-90.6% | $138,895-92.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 15.16% | 273.21%-258.0pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,308 | $4,059-67.8% | $3,782-65.4% | $4,194-68.8% |
| Participant deferral / active EE | $2,227 | $5,538-59.8% | $5,096-56.3% | $6,396-65.2% |
| Admin fee / account holder | $1,700 | $10,024-83.0% | $9,162-81.4% | $12,562-86.5% |