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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 | $125,778-90.3% | $114,563-89.4% | $154,746-92.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.9%+20.0pp | 80.7%+12.2pp |
| Annual return | 23.61% | 295.14%-271.5pp | 241.09%-217.5pp | 172.34%-148.7pp |
| Employer contribution / active EE | $1,670 | $2,806-40.5% | $2,592-35.6% | $4,379-61.9% |
| Participant deferral / active EE | $3,552 | $4,445-20.1% | $4,142-14.2% | $6,730-47.2% |
| Admin fee / account holder | $769 | $8,190-90.6% | $7,623-89.9% | $14,365-94.6% |