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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 | $9,910 | $110,093-91.0% | $97,295-89.8% | $145,897-93.2% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.1pp | 80.3%+5.4pp |
| Annual return | 11.54% | 244.76%-233.2pp | 75.62%-64.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,960 | $3,077-36.3% | $2,723-28.0% | $4,663-58.0% |
| Participant deferral / active EE | $2,522 | $4,678-46.1% | $4,264-40.8% | $6,689-62.3% |
| Admin fee / account holder | $619 | $6,212-90.0% | $5,646-89.0% | $13,390-95.4% |