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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 | $13,231 | $110,093-88.0% | $97,295-86.4% | $145,897-90.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 15.05% | 244.76%-229.7pp | 75.62%-60.6pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,201 | $3,077-28.5% | $2,723-19.2% | $4,663-52.8% |
| Participant deferral / active EE | $2,203 | $4,678-52.9% | $4,264-48.3% | $6,689-67.1% |
| Admin fee / account holder | $666 | $6,212-89.3% | $5,646-88.2% | $13,390-95.0% |