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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 | $10,673 | $90,614-88.2% | $76,089-86.0% | $145,877-92.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 11.88% | 623.80%-611.9pp | 360.94%-349.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,219 | $3,324-33.2% | $2,690-17.5% | $4,663-52.4% |
| Participant deferral / active EE | $2,981 | $5,168-42.3% | $4,259-30.0% | $6,691-55.4% |
| Admin fee / account holder | $1,045 | $8,376-87.5% | $6,418-83.7% | $13,402-92.2% |