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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 | $100,139-82.3% | $85,187-79.2% | $145,884-87.8% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 11.33% | 84.15%-72.8pp | 66.67%-55.3pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,982 | $3,238-38.8% | $2,732-27.5% | $4,662-57.5% |
| Participant deferral / active EE | $4,817 | $5,296-9.0% | $4,525+6.5% | $6,690-28.0% |
| Admin fee / account holder | $3,398 | $7,262-53.2% | $6,162-44.9% | $13,392-74.6% |