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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 | $10,889 | $90,691-88.0% | $76,119-85.7% | $145,884-92.5% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 11.05% | 624.52%-613.5pp | 361.25%-350.2pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,002 | $3,329-39.9% | $2,693-25.7% | $4,662-57.1% |
| Participant deferral / active EE | $2,394 | $5,167-53.7% | $4,259-43.8% | $6,690-64.2% |
| Admin fee / account holder | $5,021 | $8,383-40.1% | $6,421-21.8% | $13,392-62.5% |