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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 | $6,147 | $97,125-93.7% | $86,233-92.9% | $137,256-95.5% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 16.69% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,260 | $2,841-55.7% | $2,504-49.7% | $4,156-69.7% |
| Participant deferral / active EE | $2,131 | $5,180-58.9% | $4,559-53.3% | $6,407-66.7% |
| Admin fee / account holder | $1,984 | $9,725-79.6% | $8,342-76.2% | $12,270-83.8% |