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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 | $16,069 | $111,535-85.6% | $105,223-84.7% | $137,256-88.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 21.94% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,355 | $3,939-40.2% | $3,689-36.2% | $4,156-43.3% |
| Participant deferral / active EE | $3,084 | $5,500-43.9% | $5,072-39.2% | $6,407-51.9% |
| Admin fee / account holder | $3,946 | $9,721-59.4% | $8,859-55.5% | $12,270-67.8% |