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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 | $18,176 | $208,088-91.3% | $186,193-90.2% | $154,746-88.3% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 17.40% | 89.97%-72.6pp | 78.03%-60.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,521 | $4,340-65.0% | $3,918-61.2% | $4,379-65.3% |
| Participant deferral / active EE | $2,399 | $7,078-66.1% | $6,513-63.2% | $6,730-64.4% |
| Admin fee / account holder | $1,924 | $11,698-83.6% | $11,058-82.6% | $14,365-86.6% |