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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 | $9,194 | $100,139-90.8% | $85,187-89.2% | $145,884-93.7% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 13.46% | 84.15%-70.7pp | 66.67%-53.2pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,307 | $3,238-59.6% | $2,732-52.2% | $4,662-72.0% |
| Participant deferral / active EE | $2,350 | $5,296-55.6% | $4,525-48.1% | $6,690-64.9% |
| Admin fee / account holder | $793 | $7,262-89.1% | $6,162-87.1% | $13,392-94.1% |