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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 | $9,659 | $90,614-89.3% | $76,089-87.3% | $145,877-93.4% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.1%+24.2pp | 80.3%+13.0pp |
| Annual return | 11.68% | 623.80%-612.1pp | 360.94%-349.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,789 | $3,324-46.2% | $2,690-33.5% | $4,663-61.6% |
| Participant deferral / active EE | $1,982 | $5,168-61.7% | $4,259-53.5% | $6,691-70.4% |
| Admin fee / account holder | $2,600 | $8,376-69.0% | $6,418-59.5% | $13,402-80.6% |