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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 | $20,407 | $111,535-81.7% | $105,223-80.6% | $137,256-85.1% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 43.32% | 237.85%-194.5pp | 180.65%-137.3pp | 220.34%-177.0pp |
| Employer contribution / active EE | $2,105 | $3,939-46.6% | $3,689-42.9% | $4,156-49.4% |
| Participant deferral / active EE | $6,142 | $5,500+11.7% | $5,072+21.1% | $6,407-4.1% |
| Admin fee / account holder | $508 | $9,721-94.8% | $8,859-94.3% | $12,270-95.9% |