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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 | $9,740 | $108,882-91.1% | $96,754-89.9% | $154,746-93.7% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 15.81% | 98.39%-82.6pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $653 | $3,018-78.4% | $2,679-75.6% | $4,379-85.1% |
| Participant deferral / active EE | $1,321 | $5,323-75.2% | $4,758-72.2% | $6,730-80.4% |
| Admin fee / account holder | $1,276 | $10,200-87.5% | $8,905-85.7% | $14,365-91.1% |