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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 | $9,574 | $108,882-91.2% | $96,754-90.1% | $154,746-93.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 27.52% | 98.39%-70.9pp | 82.04%-54.5pp | 172.34%-144.8pp |
| Employer contribution / active EE | $3,850 | $3,018+27.5% | $2,679+43.7% | $4,379-12.1% |
| Participant deferral / active EE | $1,662 | $5,323-68.8% | $4,758-65.1% | $6,730-75.3% |
| Admin fee / account holder | $1,213 | $10,200-88.1% | $8,905-86.4% | $14,365-91.6% |