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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 | $19,466 | $111,535-82.5% | $105,223-81.5% | $137,256-85.8% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 28.11% | 237.85%-209.7pp | 180.65%-152.5pp | 220.34%-192.2pp |
| Employer contribution / active EE | $2,326 | $3,939-41.0% | $3,689-36.9% | $4,156-44.0% |
| Participant deferral / active EE | $3,915 | $5,500-28.8% | $5,072-22.8% | $6,407-38.9% |
| Admin fee / account holder | $4,083 | $9,721-58.0% | $8,859-53.9% | $12,270-66.7% |