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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 | $11,766 | $111,878-89.5% | $93,727-87.4% | $145,897-91.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 17.04% | 204.28%-187.2pp | 133.83%-116.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $831 | $3,092-73.1% | $2,421-65.7% | $4,663-82.2% |
| Participant deferral / active EE | $1,246 | $4,920-74.7% | $4,417-71.8% | $6,689-81.4% |
| Admin fee / account holder | $5,220 | $10,256-49.1% | $8,292-37.1% | $13,390-61.0% |