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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 | $20,254 | $109,372-81.5% | $89,414-77.3% | $158,966-87.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 19.78% | 345.55%-325.8pp | 245.50%-225.7pp | 302.95%-283.2pp |
| Employer contribution / active EE | $2,152 | $3,171-32.2% | $2,586-16.8% | $4,762-54.8% |
| Participant deferral / active EE | $7,661 | $4,598+66.6% | $3,890+97.0% | $5,983+28.0% |
| Admin fee / account holder | $1,009 | $6,156-83.6% | $4,883-79.3% | $11,250-91.0% |