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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 | $8,755 | $72,071-87.9% | $68,368-87.2% | $137,256-93.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 30.13% | 353.14%-323.0pp | 292.57%-262.4pp | 220.34%-190.2pp |
| Employer contribution / active EE | $1,560 | $2,788-44.1% | $2,649-41.1% | $4,156-62.5% |
| Participant deferral / active EE | $1,853 | $4,410-58.0% | $4,123-55.1% | $6,407-71.1% |
| Admin fee / account holder | $1,408 | $5,336-73.6% | $5,150-72.7% | $12,270-88.5% |