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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 | $9,195 | $111,535-91.8% | $105,223-91.3% | $137,256-93.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 18.17% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,338 | $3,939-66.0% | $3,689-63.7% | $4,156-67.8% |
| Participant deferral / active EE | $2,706 | $5,500-50.8% | $5,072-46.6% | $6,407-57.8% |
| Admin fee / account holder | $658 | $9,721-93.2% | $8,859-92.6% | $12,270-94.6% |