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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 | $10,525 | $103,008-89.8% | $90,304-88.3% | $152,897-93.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 19.88% | 95.22%-75.3pp | 78.13%-58.3pp | 345.43%-325.5pp |
| Employer contribution / active EE | $495 | $3,139-84.2% | $2,855-82.7% | $4,764-89.6% |
| Participant deferral / active EE | $3,696 | $4,281-13.7% | $3,885-4.9% | $5,851-36.8% |
| Admin fee / account holder | $3,614 | $6,175-41.5% | $5,354-32.5% | $11,599-68.8% |