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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 | $21,788 | $115,810-81.2% | $101,271-78.5% | $158,966-86.3% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.1pp | 82.0%+10.9pp |
| Annual return | 12.97% | 56.15%-43.2pp | 46.48%-33.5pp | 302.95%-290.0pp |
| Employer contribution / active EE | $1,964 | $4,175-53.0% | $3,660-46.3% | $4,762-58.8% |
| Participant deferral / active EE | $2,044 | $4,958-58.8% | $4,371-53.2% | $5,983-65.8% |
| Admin fee / account holder | $1,707 | $7,248-76.5% | $5,948-71.3% | $11,250-84.8% |