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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 | $21,608 | $111,787-80.7% | $93,681-76.9% | $145,978-85.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 11.49% | 203.52%-192.0pp | 133.47%-122.0pp | 550.52%-539.0pp |
| Employer contribution / active EE | $2,874 | $3,093-7.1% | $2,422+18.7% | $4,662-38.4% |
| Participant deferral / active EE | $2,876 | $4,918-41.5% | $4,415-34.9% | $6,690-57.0% |
| Admin fee / account holder | $1,284 | $10,256-87.5% | $8,290-84.5% | $13,400-90.4% |