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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 | $6,998 | $109,908-93.6% | $97,161-92.8% | $145,978-95.2% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 9.09% | 243.80%-234.7pp | 75.36%-66.3pp | 550.52%-541.4pp |
| Employer contribution / active EE | $1,113 | $3,077-63.8% | $2,723-59.1% | $4,662-76.1% |
| Participant deferral / active EE | $1,923 | $4,679-58.9% | $4,265-54.9% | $6,690-71.3% |
| Admin fee / account holder | $2,562 | $6,213-58.8% | $5,647-54.6% | $13,400-80.9% |