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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 | $12,926 | $100,147-87.1% | $81,286-84.1% | $145,877-91.1% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.5%+22.1pp | 80.3%+11.4pp |
| Annual return | 12.12% | 34.44%-22.3pp | 24.80%-12.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,985 | $2,977-33.3% | $2,463-19.4% | $4,663-57.4% |
| Participant deferral / active EE | $2,148 | $4,607-53.4% | $3,883-44.7% | $6,691-67.9% |
| Admin fee / account holder | $1,700 | $8,201-79.3% | $5,764-70.5% | $13,402-87.3% |