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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 | $11,244 | $72,071-84.4% | $68,368-83.6% | $137,256-91.8% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.0%+1.0pp |
| Annual return | 19.24% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,675 | $2,788-39.9% | $2,649-36.8% | $4,156-59.7% |
| Participant deferral / active EE | $2,056 | $4,410-53.4% | $4,123-50.1% | $6,407-67.9% |
| Admin fee / account holder | $2,282 | $5,336-57.2% | $5,150-55.7% | $12,270-81.4% |