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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 | $12,589 | $125,778-90.0% | $114,563-89.0% | $154,746-91.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.9%+17.1pp | 80.7%+9.3pp |
| Annual return | 21.33% | 295.14%-273.8pp | 241.09%-219.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,739 | $2,806-38.0% | $2,592-32.9% | $4,379-60.3% |
| Participant deferral / active EE | $3,238 | $4,445-27.1% | $4,142-21.8% | $6,730-51.9% |
| Admin fee / account holder | $575 | $8,190-93.0% | $7,623-92.5% | $14,365-96.0% |