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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 | $9,786 | $100,073-90.2% | $85,126-88.5% | $145,877-93.3% |
| Participation rate | 95.2% | 74.1%+21.1pp | 67.5%+27.7pp | 80.3%+14.9pp |
| Annual return | 12.20% | 84.11%-71.9pp | 66.63%-54.4pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,006 | $3,236-38.0% | $2,731-26.5% | $4,663-57.0% |
| Participant deferral / active EE | $2,069 | $5,294-60.9% | $4,523-54.3% | $6,691-69.1% |
| Admin fee / account holder | $2,955 | $7,261-59.3% | $6,160-52.0% | $13,402-78.0% |