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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 | $9,458 | $111,535-91.5% | $105,223-91.0% | $137,256-93.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 32.32% | 237.85%-205.5pp | 180.65%-148.3pp | 220.34%-188.0pp |
| Employer contribution / active EE | $1,956 | $3,939-50.4% | $3,689-47.0% | $4,156-52.9% |
| Participant deferral / active EE | $2,063 | $5,500-62.5% | $5,072-59.3% | $6,407-67.8% |
| Admin fee / account holder | $1,513 | $9,721-84.4% | $8,859-82.9% | $12,270-87.7% |