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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 | $10,490 | $111,535-90.6% | $105,223-90.0% | $137,256-92.4% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 17.76% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,051 | $3,939-47.9% | $3,689-44.4% | $4,156-50.6% |
| Participant deferral / active EE | $3,221 | $5,500-41.4% | $5,072-36.5% | $6,407-49.7% |
| Admin fee / account holder | $322 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |