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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 | $9,516 | $100,073-90.5% | $85,126-88.8% | $145,877-93.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 9.60% | 84.11%-74.5pp | 66.63%-57.0pp | 551.28%-541.7pp |
| Employer contribution / active EE | $3,067 | $3,236-5.2% | $2,731+12.3% | $4,663-34.2% |
| Participant deferral / active EE | $3,384 | $5,294-36.1% | $4,523-25.2% | $6,691-49.4% |
| Admin fee / account holder | $825 | $7,261-88.6% | $6,160-86.6% | $13,402-93.8% |