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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 | $9,840 | $100,139-90.2% | $85,187-88.4% | $145,884-93.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.51% | 84.15%-72.6pp | 66.67%-55.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $944 | $3,238-70.8% | $2,732-65.4% | $4,662-79.7% |
| Participant deferral / active EE | $1,659 | $5,296-68.7% | $4,525-63.3% | $6,690-75.2% |
| Admin fee / account holder | $346 | $7,262-95.2% | $6,162-94.4% | $13,392-97.4% |