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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 | $21,483 | $114,119-81.2% | $107,187-80.0% | $138,895-84.5% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 36.09% | 273.21%-237.1pp | 204.55%-168.5pp | 145.39%-109.3pp |
| Employer contribution / active EE | $2,313 | $4,059-43.0% | $3,782-38.9% | $4,194-44.9% |
| Participant deferral / active EE | $4,816 | $5,538-13.0% | $5,096-5.5% | $6,396-24.7% |
| Admin fee / account holder | $1,456 | $10,024-85.5% | $9,162-84.1% | $12,562-88.4% |