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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 | $18,372 | $90,530-79.7% | $76,030-75.8% | $145,897-87.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 19.30% | 625.08%-605.8pp | 361.54%-342.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,656 | $3,319-50.1% | $2,688-38.4% | $4,663-64.5% |
| Participant deferral / active EE | $2,105 | $5,164-59.2% | $4,257-50.5% | $6,689-68.5% |
| Admin fee / account holder | $311 | $8,383-96.3% | $6,421-95.2% | $13,390-97.7% |