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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 | $14,903 | $85,024-82.5% | $70,544-78.9% | $139,466-89.3% |
| Participation rate | 89.5% | 73.9%+15.6pp | 68.4%+21.1pp | 80.3%+9.1pp |
| Annual return | 30.87% | 30.39%+0.5pp | 32.79%-1.9pp | 373.66%-342.8pp |
| Employer contribution / active EE | $1,862 | $3,912-52.4% | $2,976-37.4% | $4,754-60.8% |
| Participant deferral / active EE | $5,197 | $5,891-11.8% | $4,568+13.8% | $6,712-22.6% |
| Admin fee / account holder | $706 | $8,928-92.1% | $6,427-89.0% | $11,409-93.8% |