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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 | $90,489-79.7% | $76,051-75.8% | $145,978-87.4% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.1%+12.7pp | 80.3%+1.5pp |
| Annual return | 19.30% | 622.78%-603.5pp | 360.42%-341.1pp | 550.52%-531.2pp |
| Employer contribution / active EE | $1,656 | $3,319-50.1% | $2,690-38.4% | $4,662-64.5% |
| Participant deferral / active EE | $2,105 | $5,164-59.2% | $4,257-50.5% | $6,690-68.5% |
| Admin fee / account holder | $311 | $8,374-96.3% | $6,416-95.2% | $13,400-97.7% |