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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 | $90,614-89.2% | $76,089-87.1% | $145,877-93.3% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.1%+16.6pp | 80.3%+5.4pp |
| Annual return | 14.55% | 623.80%-609.2pp | 360.94%-346.4pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,204 | $3,324-3.6% | $2,690+19.1% | $4,663-31.3% |
| Participant deferral / active EE | $5,791 | $5,168+12.1% | $4,259+36.0% | $6,691-13.4% |
| Admin fee / account holder | $2,204 | $8,376-73.7% | $6,418-65.7% | $13,402-83.6% |