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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 | $21,094 | $125,778-83.2% | $114,563-81.6% | $154,746-86.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 9.96% | 295.14%-285.2pp | 241.09%-231.1pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,373 | $2,806-51.1% | $2,592-47.0% | $4,379-68.7% |
| Participant deferral / active EE | $3,599 | $4,445-19.0% | $4,142-13.1% | $6,730-46.5% |
| Admin fee / account holder | $16,474 | $8,190+101.1% | $7,623+116.1% | $14,365+14.7% |