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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 | $109,967-88.0% | $97,197-86.4% | $145,877-90.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 15.05% | 244.27%-229.2pp | 75.47%-60.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,201 | $3,077-28.5% | $2,723-19.2% | $4,663-52.8% |
| Participant deferral / active EE | $2,203 | $4,676-52.9% | $4,263-48.3% | $6,691-67.1% |
| Admin fee / account holder | $666 | $6,199-89.3% | $5,637-88.2% | $13,402-95.0% |