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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 | $9,083 | $72,071-87.4% | $68,368-86.7% | $137,256-93.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 15.61% | 353.14%-337.5pp | 292.57%-277.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $700 | $2,788-74.9% | $2,649-73.6% | $4,156-83.2% |
| Participant deferral / active EE | $1,861 | $4,410-57.8% | $4,123-54.9% | $6,407-70.9% |
| Admin fee / account holder | $2,810 | $5,336-47.3% | $5,150-45.4% | $12,270-77.1% |