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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 | $11,230 | $99,053-88.7% | $88,179-87.3% | $138,895-91.9% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.1%+3.1pp | 79.9%-7.7pp |
| Annual return | 14.36% | 78.17%-63.8pp | 64.97%-50.6pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,626 | $2,882-43.6% | $2,549-36.2% | $4,194-61.2% |
| Participant deferral / active EE | $2,963 | $5,225-43.3% | $4,614-35.8% | $6,396-53.7% |
| Admin fee / account holder | $7,295 | $8,748-16.6% | $7,673-4.9% | $12,562-41.9% |