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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 | $13,592 | $111,535-87.8% | $105,223-87.1% | $137,256-90.1% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 21.20% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,918 | $3,939-51.3% | $3,689-48.0% | $4,156-53.8% |
| Participant deferral / active EE | $3,561 | $5,500-35.3% | $5,072-29.8% | $6,407-44.4% |
| Admin fee / account holder | $1,597 | $9,721-83.6% | $8,859-82.0% | $12,270-87.0% |