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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 | $13,959 | $126,113-88.9% | $116,096-88.0% | $155,188-91.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 73.3%+19.0pp | 80.8%+11.5pp |
| Annual return | 22.36% | 391.72%-369.4pp | 326.25%-303.9pp | 148.84%-126.5pp |
| Employer contribution / active EE | $1,746 | $2,672-34.6% | $2,503-30.3% | $4,248-58.9% |
| Participant deferral / active EE | $4,455 | $4,162+7.0% | $3,952+12.7% | $6,531-31.8% |
| Admin fee / account holder | $543 | $8,045-93.3% | $7,704-93.0% | $14,480-96.3% |