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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 | $12,286 | $110,039-88.8% | $97,260-87.4% | $145,884-91.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 17.44% | 244.44%-227.0pp | 75.54%-58.1pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,960 | $3,074-36.2% | $2,721-28.0% | $4,662-58.0% |
| Participant deferral / active EE | $4,133 | $4,674-11.6% | $4,262-3.0% | $6,690-38.2% |
| Admin fee / account holder | $468 | $6,204-92.5% | $5,640-91.7% | $13,392-96.5% |