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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 | $17,758 | $100,203-82.3% | $85,240-79.2% | $145,897-87.8% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 11.33% | 84.28%-72.9pp | 66.75%-55.4pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,982 | $3,242-38.9% | $2,735-27.5% | $4,663-57.5% |
| Participant deferral / active EE | $4,817 | $5,299-9.1% | $4,527+6.4% | $6,689-28.0% |
| Admin fee / account holder | $3,398 | $7,265-53.2% | $6,165-44.9% | $13,390-74.6% |