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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 | $9,794 | $90,489-89.2% | $76,051-87.1% | $145,978-93.3% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.1%+16.6pp | 80.3%+5.4pp |
| Annual return | 14.55% | 622.78%-608.2pp | 360.42%-345.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $3,204 | $3,319-3.5% | $2,690+19.1% | $4,662-31.3% |
| Participant deferral / active EE | $5,791 | $5,164+12.1% | $4,257+36.0% | $6,690-13.4% |
| Admin fee / account holder | $2,204 | $8,374-73.7% | $6,416-65.6% | $13,400-83.6% |