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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 | $41,151 | $90,530-54.5% | $76,030-45.9% | $145,897-71.8% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 10.81% | 625.08%-614.3pp | 361.54%-350.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,885 | $3,319-43.2% | $2,688-29.9% | $4,663-59.6% |
| Participant deferral / active EE | $9,175 | $5,164+77.7% | $4,257+115.5% | $6,689+37.2% |
| Admin fee / account holder | $685 | $8,383-91.8% | $6,421-89.3% | $13,390-94.9% |