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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 | $129,737-87.6% | $119,126-86.5% | $154,746-89.6% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 21.94% | 379.08%-357.1pp | 282.11%-260.2pp | 172.34%-150.4pp |
| Employer contribution / active EE | $2,355 | $4,375-46.2% | $4,034-41.6% | $4,379-46.2% |
| Participant deferral / active EE | $3,084 | $5,842-47.2% | $5,318-42.0% | $6,730-54.2% |
| Admin fee / account holder | $3,946 | $11,961-67.0% | $10,693-63.1% | $14,365-72.5% |