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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 | $16,072 | $111,787-85.6% | $93,681-82.8% | $145,978-89.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 10.81% | 203.52%-192.7pp | 133.47%-122.7pp | 550.52%-539.7pp |
| Employer contribution / active EE | $990 | $3,093-68.0% | $2,422-59.1% | $4,662-78.8% |
| Participant deferral / active EE | $2,601 | $4,918-47.1% | $4,415-41.1% | $6,690-61.1% |
| Admin fee / account holder | $6,121 | $10,256-40.3% | $8,290-26.2% | $13,400-54.3% |