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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 | $28,210 | $125,193-77.5% | $105,591-73.3% | $145,978-80.7% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 13.24% | 225.53%-212.3pp | 116.43%-103.2pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,884 | $3,718-49.3% | $3,166-40.5% | $4,662-59.6% |
| Participant deferral / active EE | $3,210 | $5,708-43.8% | $5,008-35.9% | $6,690-52.0% |
| Admin fee / account holder | $3,541 | $17,277-79.5% | $11,024-67.9% | $13,400-73.6% |