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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 | $22,855 | $114,119-80.0% | $107,187-78.7% | $138,895-83.5% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 79.9%+12.9pp |
| Annual return | 11.37% | 273.21%-261.8pp | 204.55%-193.2pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,537 | $4,059-62.1% | $3,782-59.4% | $4,194-63.4% |
| Participant deferral / active EE | $2,897 | $5,538-47.7% | $5,096-43.2% | $6,396-54.7% |
| Admin fee / account holder | $3,266 | $10,024-67.4% | $9,162-64.4% | $12,562-74.0% |