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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 | $20,269 | $103,038-80.3% | $90,324-77.6% | $152,909-86.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 15.77% | 95.25%-79.5pp | 78.15%-62.4pp | 345.46%-329.7pp |
| Employer contribution / active EE | $2,174 | $3,141-30.8% | $2,856-23.9% | $4,764-54.4% |
| Participant deferral / active EE | $3,012 | $4,282-29.7% | $3,885-22.5% | $5,851-48.5% |
| Admin fee / account holder | $12,922 | $6,177+109.2% | $5,356+141.3% | $11,601+11.4% |