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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 | $12,163 | $111,535-89.1% | $105,223-88.4% | $137,256-91.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 22.79% | 237.85%-215.1pp | 180.65%-157.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,304 | $3,939-66.9% | $3,689-64.6% | $4,156-68.6% |
| Participant deferral / active EE | $2,819 | $5,500-48.7% | $5,072-44.4% | $6,407-56.0% |
| Admin fee / account holder | $506 | $9,721-94.8% | $8,859-94.3% | $12,270-95.9% |