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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 | $7,234 | $110,278-93.4% | $95,740-92.4% | $139,466-94.8% |
| Participation rate | 77.8% | 75.7%+2.0pp | 72.3%+5.5pp | 80.3%-2.6pp |
| Annual return | 33.06% | 27.19%+5.9pp | 28.41%+4.7pp | 373.66%-340.6pp |
| Employer contribution / active EE | $745 | $3,260-77.2% | $2,836-73.7% | $4,754-84.3% |
| Participant deferral / active EE | $2,613 | $4,674-44.1% | $4,244-38.4% | $6,712-61.1% |
| Admin fee / account holder | $658 | $6,613-90.1% | $5,676-88.4% | $11,409-94.2% |