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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 | $27,715 | $111,830-75.2% | $93,696-70.4% | $145,884-81.0% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 11.13% | 204.08%-192.9pp | 133.74%-122.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,271 | $3,093-26.6% | $2,422-6.2% | $4,662-51.3% |
| Participant deferral / active EE | $2,598 | $4,920-47.2% | $4,417-41.2% | $6,690-61.2% |
| Admin fee / account holder | $515 | $10,249-95.0% | $8,287-93.8% | $13,392-96.2% |