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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 | $10,111 | $111,535-90.9% | $105,223-90.4% | $137,256-92.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 15.16% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,308 | $3,939-66.8% | $3,689-64.5% | $4,156-68.5% |
| Participant deferral / active EE | $2,227 | $5,500-59.5% | $5,072-56.1% | $6,407-65.2% |
| Admin fee / account holder | $1,700 | $9,721-82.5% | $8,859-80.8% | $12,270-86.1% |