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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 | $16,094 | $129,737-87.6% | $119,126-86.5% | $154,746-89.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 21.99% | 379.08%-357.1pp | 282.11%-260.1pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,593 | $4,375-63.6% | $4,034-60.5% | $4,379-63.6% |
| Participant deferral / active EE | $1,940 | $5,842-66.8% | $5,318-63.5% | $6,730-71.2% |
| Admin fee / account holder | $791 | $11,961-93.4% | $10,693-92.6% | $14,365-94.5% |