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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 | $18,783 | $111,878-83.2% | $93,727-80.0% | $145,897-87.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.88% | 204.28%-193.4pp | 133.83%-123.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,165 | $3,092-62.3% | $2,421-51.9% | $4,663-75.0% |
| Participant deferral / active EE | $2,786 | $4,920-43.4% | $4,417-36.9% | $6,689-58.4% |
| Admin fee / account holder | $6,811 | $10,256-33.6% | $8,292-17.9% | $13,390-49.1% |