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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 | $17,356 | $136,433-87.3% | $98,864-82.4% | $167,553-89.6% |
| Participation rate | 87.5% | 70.3%+17.2pp | 65.7%+21.8pp | 82.1%+5.4pp |
| Annual return | 15.09% | 67.76%-52.7pp | 50.03%-34.9pp | 478.89%-463.8pp |
| Employer contribution / active EE | $1,560 | $2,636-40.8% | $2,070-24.6% | $4,840-67.8% |
| Participant deferral / active EE | $1,959 | $3,721-47.4% | $3,037-35.5% | $6,343-69.1% |
| Admin fee / account holder | $830 | $5,039-83.5% | $4,080-79.7% | $12,316-93.3% |