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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 | $17,798 | $109,372-83.7% | $89,414-80.1% | $158,966-88.8% |
| Participation rate | 77.3% | 74.3%+3.0pp | 68.0%+9.3pp | 82.0%-4.7pp |
| Annual return | 23.30% | 345.55%-322.3pp | 245.50%-222.2pp | 302.95%-279.7pp |
| Employer contribution / active EE | $1,866 | $3,171-41.2% | $2,586-27.9% | $4,762-60.8% |
| Participant deferral / active EE | $3,821 | $4,598-16.9% | $3,890-1.8% | $5,983-36.1% |
| Admin fee / account holder | $909 | $6,156-85.2% | $4,883-81.4% | $11,250-91.9% |