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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 | $9,270 | $108,882-91.5% | $96,754-90.4% | $154,746-94.0% |
| Participation rate | 90.9% | 75.1%+15.8pp | 70.3%+20.6pp | 80.7%+10.2pp |
| Annual return | 18.55% | 98.39%-79.8pp | 82.04%-63.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $903 | $3,018-70.1% | $2,679-66.3% | $4,379-79.4% |
| Participant deferral / active EE | $5,152 | $5,323-3.2% | $4,758+8.3% | $6,730-23.5% |
| Admin fee / account holder | $1,737 | $10,200-83.0% | $8,905-80.5% | $14,365-87.9% |