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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 | $15,766 | $102,595-84.6% | $94,057-83.2% | $154,746-89.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 19.26% | 583.42%-564.2pp | 480.62%-461.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,615 | $3,147-48.7% | $2,933-44.9% | $4,379-63.1% |
| Participant deferral / active EE | $3,389 | $5,118-33.8% | $4,709-28.0% | $6,730-49.7% |
| Admin fee / account holder | $1,077 | $7,736-86.1% | $7,244-85.1% | $14,365-92.5% |