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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 | $110,039-88.0% | $97,260-86.4% | $145,884-90.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 15.05% | 244.44%-229.4pp | 75.54%-60.5pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,201 | $3,074-28.4% | $2,721-19.1% | $4,662-52.8% |
| Participant deferral / active EE | $2,203 | $4,674-52.9% | $4,262-48.3% | $6,690-67.1% |
| Admin fee / account holder | $666 | $6,204-89.3% | $5,640-88.2% | $13,392-95.0% |