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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 | $19,389 | $100,139-80.6% | $85,187-77.2% | $145,884-86.7% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 14.65% | 84.15%-69.5pp | 66.67%-52.0pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,911 | $3,238-10.1% | $2,732+6.5% | $4,662-37.6% |
| Participant deferral / active EE | $2,978 | $5,296-43.8% | $4,525-34.2% | $6,690-55.5% |
| Admin fee / account holder | $2,738 | $7,262-62.3% | $6,162-55.6% | $13,392-79.6% |