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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 | $9,997 | $100,203-90.0% | $85,240-88.3% | $145,897-93.1% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+7.9pp |
| Annual return | 9.48% | 84.28%-74.8pp | 66.75%-57.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,555 | $3,242-52.0% | $2,735-43.1% | $4,663-66.6% |
| Participant deferral / active EE | $2,011 | $5,299-62.0% | $4,527-55.6% | $6,689-69.9% |
| Admin fee / account holder | $2,733 | $7,265-62.4% | $6,165-55.7% | $13,390-79.6% |