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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 | $109,967-91.8% | $97,197-90.7% | $145,877-93.8% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 10.93% | 244.27%-233.3pp | 75.47%-64.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,876 | $3,077-39.0% | $2,723-31.1% | $4,663-59.8% |
| Participant deferral / active EE | $2,088 | $4,676-55.3% | $4,263-51.0% | $6,691-68.8% |
| Admin fee / account holder | $2,482 | $6,199-60.0% | $5,637-56.0% | $13,402-81.5% |