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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 | $26,096 | $112,935-76.9% | $90,970-71.3% | $158,966-83.6% |
| Participation rate | 78.3% | 74.7%+3.5pp | 69.0%+9.2pp | 82.0%-3.7pp |
| Annual return | 12.13% | 215.79%-203.7pp | 134.58%-122.4pp | 302.95%-290.8pp |
| Employer contribution / active EE | $1,566 | $2,895-45.9% | $2,122-26.2% | $4,762-67.1% |
| Participant deferral / active EE | $1,677 | $4,129-59.4% | $3,373-50.3% | $5,983-72.0% |
| Admin fee / account holder | $383 | $8,045-95.2% | $5,960-93.6% | $11,250-96.6% |