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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 | $19,793 | $132,099-85.0% | $115,599-82.9% | $138,895-85.7% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.3%+7.5pp | 79.9%+1.9pp |
| Annual return | 21.35% | 176.76%-155.4pp | 111.10%-89.7pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,361 | $3,416-30.9% | $2,955-20.1% | $4,194-43.7% |
| Participant deferral / active EE | $4,996 | $5,617-11.0% | $4,889+2.2% | $6,396-21.9% |
| Admin fee / account holder | $1,111 | $15,650-92.9% | $12,841-91.3% | $12,562-91.2% |