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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 | $7,793 | $99,995-92.2% | $85,063-90.8% | $145,978-94.7% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 11.44% | 83.99%-72.5pp | 66.54%-55.1pp | 550.52%-539.1pp |
| Employer contribution / active EE | $763 | $3,231-76.4% | $2,727-72.0% | $4,662-83.6% |
| Participant deferral / active EE | $909 | $5,295-82.8% | $4,523-79.9% | $6,690-86.4% |
| Admin fee / account holder | $1,942 | $7,255-73.2% | $6,155-68.4% | $13,400-85.5% |