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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 | $97,125-90.0% | $86,233-88.7% | $137,256-92.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 15.81% | 74.19%-58.4pp | 61.39%-45.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $653 | $2,841-77.0% | $2,504-73.9% | $4,156-84.3% |
| Participant deferral / active EE | $1,321 | $5,180-74.5% | $4,559-71.0% | $6,407-79.4% |
| Admin fee / account holder | $1,276 | $9,725-86.9% | $8,342-84.7% | $12,270-89.6% |