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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 | $11,880 | $111,535-89.3% | $105,223-88.7% | $137,256-91.3% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 21.11% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,645 | $3,939-58.2% | $3,689-55.4% | $4,156-60.4% |
| Participant deferral / active EE | $3,795 | $5,500-31.0% | $5,072-25.2% | $6,407-40.8% |
| Admin fee / account holder | $2,733 | $9,721-71.9% | $8,859-69.2% | $12,270-77.7% |