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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 | $13,766 | $109,372-87.4% | $89,414-84.6% | $158,966-91.3% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.0%+9.8pp | 82.0%-4.2pp |
| Annual return | 9.30% | 345.55%-336.3pp | 245.50%-236.2pp | 302.95%-293.6pp |
| Employer contribution / active EE | $1,459 | $3,171-54.0% | $2,586-43.6% | $4,762-69.4% |
| Participant deferral / active EE | $1,994 | $4,598-56.6% | $3,890-48.7% | $5,983-66.7% |
| Admin fee / account holder | $13,607 | $6,156+121.0% | $4,883+178.7% | $11,250+21.0% |