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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 | $9,060 | $109,904-91.8% | $97,167-90.7% | $145,959-93.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 10.93% | 243.43%-232.5pp | 75.27%-64.3pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,876 | $3,084-39.2% | $2,729-31.2% | $4,661-59.7% |
| Participant deferral / active EE | $2,088 | $4,676-55.3% | $4,264-51.0% | $6,689-68.8% |
| Admin fee / account holder | $2,482 | $6,216-60.1% | $5,650-56.1% | $13,398-81.5% |