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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 | $99,053-90.2% | $88,179-89.0% | $138,895-93.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.1%+2.3pp | 79.9%-8.5pp |
| Annual return | 15.81% | 78.17%-62.4pp | 64.97%-49.2pp | 145.39%-129.6pp |
| Employer contribution / active EE | $653 | $2,882-77.3% | $2,549-74.4% | $4,194-84.4% |
| Participant deferral / active EE | $1,321 | $5,225-74.7% | $4,614-71.4% | $6,396-79.3% |
| Admin fee / account holder | $1,276 | $8,748-85.4% | $7,673-83.4% | $12,562-89.8% |