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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 | $19,557 | $111,787-82.5% | $93,681-79.1% | $145,978-86.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 15.43% | 203.52%-188.1pp | 133.47%-118.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,541 | $3,093-17.8% | $2,422+4.9% | $4,662-45.5% |
| Participant deferral / active EE | $3,455 | $4,918-29.7% | $4,415-21.7% | $6,690-48.3% |
| Admin fee / account holder | $595 | $10,256-94.2% | $8,290-92.8% | $13,400-95.6% |