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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 | $9,957 | $102,595-90.3% | $94,057-89.4% | $154,746-93.6% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 19.96% | 583.42%-563.5pp | 480.62%-460.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,584 | $3,147-17.9% | $2,933-11.9% | $4,379-41.0% |
| Participant deferral / active EE | $2,671 | $5,118-47.8% | $4,709-43.3% | $6,730-60.3% |
| Admin fee / account holder | $2,841 | $7,736-63.3% | $7,244-60.8% | $14,365-80.2% |