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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 | $16,040 | $88,754-81.9% | $81,820-80.4% | $145,877-89.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.39% | 1031.77%-1021.4pp | 777.93%-767.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $912 | $3,085-70.4% | $2,915-68.7% | $4,663-80.4% |
| Participant deferral / active EE | $5,051 | $4,648+8.7% | $4,323+16.8% | $6,691-24.5% |
| Admin fee / account holder | $337 | $8,424-96.0% | $7,391-95.4% | $13,402-97.5% |