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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 | $99,921-90.5% | $85,009-88.8% | $145,959-93.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 9.60% | 83.89%-74.3pp | 66.47%-56.9pp | 561.95%-552.3pp |
| Employer contribution / active EE | $3,067 | $3,233-5.1% | $2,728+12.4% | $4,661-34.2% |
| Participant deferral / active EE | $3,384 | $5,293-36.1% | $4,522-25.2% | $6,689-49.4% |
| Admin fee / account holder | $825 | $7,252-88.6% | $6,153-86.6% | $13,398-93.8% |