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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 | $9,125 | $111,535-91.8% | $105,223-91.3% | $137,256-93.4% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 14.19% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,556 | $3,939-9.7% | $3,689-3.6% | $4,156-14.4% |
| Participant deferral / active EE | $1,810 | $5,500-67.1% | $5,072-64.3% | $6,407-71.8% |
| Admin fee / account holder | $1,469 | $9,721-84.9% | $8,859-83.4% | $12,270-88.0% |