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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 | $111,830-89.5% | $93,696-87.4% | $145,884-91.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 17.04% | 204.08%-187.0pp | 133.74%-116.7pp | 551.85%-534.8pp |
| Employer contribution / active EE | $831 | $3,093-73.1% | $2,422-65.7% | $4,662-82.2% |
| Participant deferral / active EE | $1,246 | $4,920-74.7% | $4,417-71.8% | $6,690-81.4% |
| Admin fee / account holder | $5,220 | $10,249-49.1% | $8,287-37.0% | $13,392-61.0% |