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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 | $8,447 | $72,071-88.3% | $68,368-87.6% | $137,256-93.8% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.0%-1.7pp |
| Annual return | 20.24% | 353.14%-332.9pp | 292.57%-272.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,918 | $2,788-31.2% | $2,649-27.6% | $4,156-53.8% |
| Participant deferral / active EE | $3,140 | $4,410-28.8% | $4,123-23.8% | $6,407-51.0% |
| Admin fee / account holder | $2,335 | $5,336-56.2% | $5,150-54.7% | $12,270-81.0% |