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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 | $15,147 | $111,878-86.5% | $93,727-83.8% | $145,897-89.6% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 8.71% | 204.28%-195.6pp | 133.83%-125.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,054 | $3,092-65.9% | $2,421-56.5% | $4,663-77.4% |
| Participant deferral / active EE | $2,010 | $4,920-59.2% | $4,417-54.5% | $6,689-70.0% |
| Admin fee / account holder | $386 | $10,256-96.2% | $8,292-95.3% | $13,390-97.1% |