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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 | $12,239 | $109,967-88.9% | $97,197-87.4% | $145,877-91.6% |
| Participation rate | 81.8% | 76.0%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 9.06% | 244.27%-235.2pp | 75.47%-66.4pp | 551.28%-542.2pp |
| Employer contribution / active EE | $726 | $3,077-76.4% | $2,723-73.3% | $4,663-84.4% |
| Participant deferral / active EE | $1,760 | $4,676-62.4% | $4,263-58.7% | $6,691-73.7% |
| Admin fee / account holder | $1,692 | $6,199-72.7% | $5,637-70.0% | $13,402-87.4% |