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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 | $12,141 | $126,113-90.4% | $116,096-89.5% | $155,188-92.2% |
| Participation rate | 92.9% | 75.1%+17.7pp | 73.3%+19.5pp | 80.8%+12.1pp |
| Annual return | 23.61% | 391.72%-368.1pp | 326.25%-302.6pp | 148.84%-125.2pp |
| Employer contribution / active EE | $1,670 | $2,672-37.5% | $2,503-33.3% | $4,248-60.7% |
| Participant deferral / active EE | $3,552 | $4,162-14.7% | $3,952-10.1% | $6,531-45.6% |
| Admin fee / account holder | $769 | $8,045-90.4% | $7,704-90.0% | $14,480-94.7% |