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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 | $11,429 | $111,535-89.8% | $105,223-89.1% | $137,256-91.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 25.45% | 237.85%-212.4pp | 180.65%-155.2pp | 220.34%-194.9pp |
| Employer contribution / active EE | $2,084 | $3,939-47.1% | $3,689-43.5% | $4,156-49.9% |
| Participant deferral / active EE | $3,653 | $5,500-33.6% | $5,072-28.0% | $6,407-43.0% |
| Admin fee / account holder | $986 | $9,721-89.9% | $8,859-88.9% | $12,270-92.0% |