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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 | $17,876 | $125,778-85.8% | $114,563-84.4% | $154,746-88.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 12.97% | 295.14%-282.2pp | 241.09%-228.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $525 | $2,806-81.3% | $2,592-79.7% | $4,379-88.0% |
| Participant deferral / active EE | $935 | $4,445-79.0% | $4,142-77.4% | $6,730-86.1% |
| Admin fee / account holder | $34,028 | $8,190+315.5% | $7,623+346.4% | $14,365+136.9% |